We serve the stewards of Africa's long-term capital
Pension fund trustees, endowment committees, SACCO boards, and insurance investment teams carry significant fiduciary responsibilities — often without a full-time investment office to support them. Wealth Atlas fills that gap.
Our OCIO practice assumes day-to-day investment management responsibilities on your behalf — delivering the governance, oversight, and reporting infrastructure of a world-class investment office, at a fraction of the cost of building one in-house.
OCIO Services
What our OCIO mandate covers
We take full discretionary responsibility — from policy design to manager oversight and board-level reporting — so your committee can focus on mission rather than markets.
Investment Policy Statement Design
We draft, implement, and maintain a comprehensive IPS — establishing investment objectives, asset allocation ranges, risk parameters, ESG guidelines, and governance protocols aligned to your fund's mandate and regulatory requirements.
Manager Selection & Oversight
Rigorous due diligence on external investment managers — quantitative performance analysis, qualitative assessment, fee negotiation, and ongoing monitoring with a structured replacement framework when warranted.
Liability-Driven Investing (LDI)
For pension funds and insurance companies, we build portfolios explicitly matched to liability profiles — duration management, cash flow matching, and drawdown optimisation to meet future obligations reliably.
Board Reporting & Regulatory Compliance
Comprehensive quarterly investment reports for your board or investment committee — performance attribution, risk analytics, compliance monitoring, and regulatory reporting tailored to CMA Kenya requirements.
ESG Integration & Impact Measurement
Systematic ESG screening and scoring across the portfolio — with tailored impact reporting frameworks for funds with specific sustainability mandates or donor requirements.
Who We Serve
Pension funds, provident funds, endowments, university funds, SACCOs, insurance investment portfolios, government savings vehicles, and sovereign wealth mandates across East Africa.
Our Process
How an OCIO engagement works
Mandate Discovery
We conduct a structured review of your fund's objectives, liabilities, regulatory constraints, governance structure, and existing portfolio before proposing any approach.
IPS & Strategy Design
We draft the Investment Policy Statement and strategic asset allocation — presenting to your investment committee or board for approval before implementation.
Implementation
Manager selection, portfolio construction, and execution — with transparent reporting on all costs, decisions, and rationale from day one.
Ongoing Governance
Quarterly board reporting, continuous risk monitoring, annual IPS review, and proactive communication on market developments affecting the mandate.
Ready to strengthen your investment governance?
We begin every engagement with a no-obligation mandate discovery session. Contact us to arrange a confidential discussion.
Request a Discovery Meeting