Other services
In addition to our standard modules we can offer further support to your investment process if required, drawing on our expertise in a wide range of areas. Always independent we are here to help.
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In depth financial product research
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Bespoke thematic economic and investment research
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Training on economic cycles, indicators, financial instruments and investment products
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Structured product solution design and research
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Investment fund development, indexing design and ETP/ETF construction
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We actively engage with IFA networks and professional investment management “clubs” and associations, providing independent investment insights and support, including training on different investment topics
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Tricio can work with independent IFA pools and clubs to provide a special combined CIO service where appropriate Please contact us for details