We offer two packages of services. Tricio Insights is our global economics and cross market research service. We provide our views on opportunities and risks through our weekly, monthly and quarterly publications as well as occasional thematic research publications.
Tricio CIO is our support service for investment team, corporate treasury or other professional investors. We undertake to be your ‘Investment Buddy’ and partner with your firm and provide exactly the input you need on markets, asset allocation, risk management, financial products and much more.
In addition to these services, we are also happy to discuss bespoke services and solutions for you.
Our independent economic and global cross market research publications are specially crafted for investment managers, advisors and professional investors.
Our quarterly ‘Economics for Investment’ journal is written by John Calverley where he distils over 40 years of advising corporate treasurers, fund managers, private bank wealth advisors and customers into insights on the global and key country economic cycles and trends. Using his proprietary ‘SOLVER’ cycle and investment model, Tricio provides recommended asset allocation to benefit from taking reasonable market risk.
Our monthly ‘Tricio Insights’ publication covers global cross asset market research, current themes such as investing for income, ESG factors, and a product insight section as we go ‘Under the Bonnet’ to explain how certain investment products do and don’t work.
Our weekly ‘Talking Points’ bulletin gives our customers investment ideas and topical views to help address the questions that your clients will be asking you.
Our personalised service offers regular in-depth meetings where we address your investment needs and concerns, together with our ‘Ask a Buddy’ service – access to our specialists where we provide bespoke answers to your queries, as an ‘Investment Buddy’ should. You can also add investment support service modules, so you can benefit the most from the experienced Tricio team building great investments with you for your clients.
At the regular investment committee meetings we will go through the economic and market outlook with you, identify risks and opportunities, and address any issues you have. We will discuss and strive to answer all your questions, and are able to provide follow up information and thoughts as necessary. Our ‘Ask a Buddy’ service gives you the opportunity to raise any issue with us at any time, whether following on from the regular meeting or a new question. Just drop us an email and we will come back to you quickly with our responses (by email or if you prefer by phone or special webinar). We maintain a dialogue with you as a valued team member or ‘investment buddy’ to support you all the way.
Our additional modules can offer tailored insights into asset allocation, independent views into your investment process and regular investment meetings, help you with investment selection and analysis, and provide investment product and solutions development, along with risk analysis.
Tricio Investment Advisors can also be engaged for a variety of bespoke projects.
In depth financial product research
Bespoke thematic economic and investment research
Training on economic cycles, indicators, financial instruments and investment products
Compliance and best in class regulatory oversight on investment process, PROD and related COBS rules
Input into your in-house publications on a ‘white label’ basis
Structured product solution design and research
Investment fund development, indexing design and ETP/ETF construction