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ASSETS MANAGEMENT

Ox Trust Options has a long track record of managing the complexities of assets.



INSTITUTIONAL MANAGEMENT
WEALTH MANAGEMENT
ASSET MANAGEMENT
 Asset Management

We create customized, integrated investment solutions to meet the unique needs of insurers and pension plans.

INSTITUTIONAL MANAGEMENT
 Institutional Management

When you select Ox Trust Options to manage institutional assets, you will discover why we’ve earned the reputation for solid performance and equally solid relationships.

WEALTH MANAGEMENT
 Wealth Management

Your financial goals are uniquely your own, so Ox Trust Options will design a wealth management strategy that’s just for you.

CUSTOMER SUPPORT
 Wealth Management

We have over 5,000 support agents that work remotely to ensure that all your questions are being answered.

Our advisors connect your finances to what you want out of life and create a plan designed to make it happen, revealing possibilities while protecting you from the unexpected—today and every day after.

* A personalized plan that brings all aspects of your financial life together

* A strategic mix of insurance and investments working together for your goals

* Your go-to financial expert who helps keep your big picture, and dreams, in focus

As a catalyst for shared prosperity and a better future, we strive to lead the alternative investment industry, both in terms of generating returns and make a lasting positive impact. Our growth in becoming one of the largest alternative investment managers is aligned with this vision and is a testament to our shared values, experienced management team, and focus on performance and high-quality investor base, which includes large asset management , trading , Infrastructures, sovereign wealth funds and financial planning.

WHAT WE DO

FINANCIAL PLANNING


These days, it's more important than ever to have a plan. Our version of financial planning not only gives you the confidence to know you're ready for anything, but is also designed to help you reach all your goals in the days ahead. Our advisors will design a personalized financial plan with the right insurance and investment strategies, so you can take care of the people and things that matter most. And with the highest financial strength ratings of any US life insurance, you can count on Ox Trust Options to be here whenever you need us.

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OUR SERVICES

Foreign Exchange

Ox Trust Options finance offers a broad array of professional services and access to the global foreign exchange markets for commercial and institutional clients

REAL ESTATE

As one of the world's largest investors in real estate, we own and operate iconic properties in the world's most dynamic markets.

Infrastructure

We are one of the world's largest infrastructure investors, owning and operating assets across the utilities, transport and energy.

Fixed Income

We meet our investor's needs by offering a broad fixed income solution set and targeted global market intelligence.

OUR ASSET MANAGEMENT PORTFOLIOS

PROFESSIONALLY MANAGED INVESTMENT PORTFOLIOS


Time is a precious commodity. Researching investments in ever-changing markets and handling investment transactions are more than most people have time for. Ox Trust Options's Management Solutions program allows you to delegate the daily management of your assets and invest with confidence, knowing that your portfolio is in the hands of experienced professionals.

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DIFFERENT GOALS REQUIRE DIFFERENT APPROACHES



At Ox Trust Options we recognize that each investor is unique. That’s why we take a personalized approach to developing an asset management strategy by selecting investment portfolios that closely match your goals, tolerance for risk, and expectation for returns.

WHO WE ARE

Welcome to Ox Trust Options


We begin by getting a deep understanding of your personal situation, goals and needs. Ox Trust Options Finance uses this information in our top-down investment process to first determine the mix of Alternative funds, fixed income, cash or other securities that maximizes the likelihood of reaching your financial goals.

We believe this decision has the biggest impact on your returns over time. From there, we emphasise parts of the market we believe will perform best, such as different countries and assets market sectors. Finally, we analyze individual stocks and other securities and select those we believe will perform best. We believe this active, flexible approach to portfolio management enables us to capitalize on global investing opportunities and help you achieve your financial goals.



OUR PURPOSE


This means supporting our colleagues, customers and clients, and the communities and environment in which they operate, for the benefit of all our stakeholders. It means helping people and businesses unlock their potential and plan for the future with confidence, building relationships that stand the test of time. And it means that we continue to be there for the long-term, whatever the climate, making decisions that are right for today and for generations to come.

To achieve this, our long-term strategic approach place exceptional service at the heart of everything we do. Each of our diverse, specialist businesses have a deep industry knowledge, so they can understand the challenges and opportunities that our customers and clients face. We support the unique needs of our customers and clients to ensure that they thrive, rather than simply survive, whatever the market conditions.

We believe in putting our customers and clients first. Our cultural attributes bring out the very best of our people, skills and strong reputation that we have built with our stakeholders over many years. A combination of expertise, service and relationships with teamwork, integrity and prudence underpins our approach and gives us the tools to thrive over the long term. And we recognise that to help the people and businesses of Britain thrive, we also have a responsibility to help address the social, economic and environmental challenges facing our business, employees and clients, now and into the future.

Investment Strategy


We seek out business teams with the coherence and expertise to develop a project capable of reaping long-term financial returns, which has positioned us as a firm with reliable investment expertise and dependable profitability.

We know that established branding enhances the value and dependability of investments.

We identify businesses with strong management teams and a demonstrated record of sustained growth and strong financial returns.

We have a unique network of contacts with government and business leaders throughout the United States and around the world.

We seek out opportunities for capitalizing on untapped value that others have failed to recognize.

Investment Process



Ox Trust Options Partners is committed to conducting business in a safe, responsible, and ethical manner. These principals guide our decision-making throughout the investment lifecycle. From the onset of the investment process, we pursue ideas inspired by environmental, social, and governance (‘ESG’) issues and participate in industries engaged with these themes. All companies in which we invest are first vetted by our professionals, who work closely with expert advisors, to identify and mitigate potential ESG conflicts.

Our ESG due diligence program requires an assessment of ten key ESG areas which may impact the current or future performance of a company. One Equity Partners will forego any investment that fails to meet its ESG standards. Once invested, One Equity Partners reviews and monitors all its portfolio companies to ensure they adhere to its ESG policy, which is periodically reviewed to incorporate best practices as risks evolve. This process allows One Equity Partners to quickly detect and preempt or manage any difficulties that may arise during the investment period.

As investments mature, One Equity Partners seeks to continually improve upon ESG reviews and recommendations, and, together with management, works to ensure that ESG issues are prioritized through to and beyond exit.



OUR VALUES


We are focused on global investment strategy. We generally seek to build a concentrated portfolio of scale investments in industries we know well and have developed significant expertise;

Highly Ambitious

We strive to build world-class businesses to generate superior returns for our partners.

Winning

We are here to win. We are constantly improving, and are committed to out-thinking and out-executing our competitors. We take on what others dismiss as impossible, and solve the hard problems that others walk away from. This is why we hire the best.

Integrity

We do things the right way, without compromise, the first time – every time. We are direct, decisive and, above all, accountable. We practice sound judgment and common sense in our actions that conforms to the letter and spirit of the law at all times. We win on the merits, with integrity.

Learning

We are driven by a thirst for knowledge. We are constantly learning – from each other and from inspired thinkers around the world. We passionately pursue new ideas, new innovations and new strategies that will strengthen our competitive advantage




Investment Management

Our client's portfolios benefit from an array of investment strategies across different asset classes in both public and private markets.

Wealth Planning

We help our clients understand the path of their finances through comprehensive wealth planning. This complimentary service empowers our clients to realize the true potential of their wealth, and empowers us to thoughtfully manage their investments.

Wealth Planning

We help our clients understand the path of their finances through comprehensive wealth planning. This complimentary service empowers our clients to realize the true potential of their wealth, and empowers us to thoughtfully manage their investments.



Responsible Investing



At Ox Trust Options Finance we consider environmental, social and governance (ESG) issues throughout the investment decision-making process and life-cycle. We believe that robust and well-implemented ESG policies and practices contribute directly to the long-term success and sustainability of our portfolio companies. Implemented effectively, they help us to protect and enhance reputation and financial performance whilst creating stronger, more valuable companies which can create benefits for all stakeholders: from employees to customers, suppliers to shareholders, and the wider community at large.

We review our approach to ESG regularly to ensure that it continues to reflect best practice.

Professional Portfolio Management

Ox Trust Options believes portfolio management is far more than just buying stocks and bonds and hoping they do well. We combine a tested "top-down" investment approach with personalized planning to build a portfolio tailored to your long-term financial goals. Our proven approach has attracted over $649 billion* from a global base of individual and institutional clients.

Here to guide your next step.


Our advisors can get you closer to your dreams-showing you the right financial steps to take today and in the days to come. Here's what you can expect when you work with one:

Answers to the questions you have, and the ones you never knew you had

Help seeing your financial blind spots and ways to account for them

A judgment-free, pressure-free environment

A financial partner who sees where you are now and where you want to go

INVESTOR RELATIONS

Ox Trust Options provides advanced investment strategies and wealth management solutions to forward-thinking investors around the world. Through its distinct investment brands Ox Trust Options Management, we offers a diversity of investment approaches, encompassing bottom-up fundamental active management, Responsible Investing, systematic investing and customized implementation of client-specified portfolio exposures. Exemplary service, timely innovation and attractive returns across market cycles have been hallmarks of Ox Trust Options since the origin.

OUR DIVERSITY & INCLUSION STRATEGY

At Ox Trust Options, we want every person to have the opportunity to succeed based on merit, regardless of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity expression, military or veteran status, or any other criterion. Why is this so important? To us, diverse and inclusive teams enriched with people of distinctive backgrounds make us better. They help us generate better ideas, reach more balanced decisions, engage our communities and help our clients achieve better outcomes.






WHAT WE DO

Analyze the sustainability of your wealth through retirement and beyond

Understand the risks you may be exposed to and identify strategies that can protect you and your family

Understand your net worth and cash flow needs, both today and in the future and Explore how your wealth grows over time under different scenarios

Explore ways to transfer wealth efficiently according to your wishes and Identify opportunities to optimize your investment strategy.



OUR LATEST NEWS

History by TradingView

ACTIVE MANAGEMENT ACROSS ASSET CLASSES

Ox Trust Options offers regional and global high-active-share equities, fixed income across the yield curve, liquidity solutions backed by four decades of experience as a core capability and, in private markets, real estate, infrastructure, private equity and private debt. Beyond investment management, Ox Trust Options provides engagement in equity and bond markets, proxy voting and policy advocacy.






HOW WE WORK



Outstanding Team:

Ox Trust Options is a tightly knit group working together with management teams toward common goals. We have more than 70 investment professionals, including 24 partners with an average tenure at Ox Trust Options of more than a decade. This allows us to devote substantial time to the companies in which we invest.



Allignment of Interest

We believe that people thrive when they are working toward a common and focused goal. We are proud of our transparency and alignment of interest with our portfolio companies and investors. We believe our focus and significant skin in the game allows us to build true, successful partnerships.



Collaborative Style

We believe that people thrive when they are working toward a common and focused goal. We are proud of our transparency and alignment of interest with our portfolio companies and investors. We believe our focus and significant skin in the game allows us to build true, successful partnerships.






POWERING GROWTH

Ox Trust Options scale creates unique opportunities for revenue acceleration. Access to our network of portfolio companies helps entrepreneurs grow their customer base and make connections across a range of industries and geographies. An in-house team of data scientists helps our companies’ management teams optimize revenue and product development opportunities.



SCALING EFFICIENTLY

We build world-class enterprises by providing companies with the resources and expertise they need to scale in smart, efficient ways. Our experienced operations team helps companies optimize their spending, processes, and long-term strategy, while our capital markets professionals offer essential guidance on everything from IPOs and debt financing to M&A.

ATTRACTING TALENT

Ox Trust Options network provides us with exceptional access to experienced executives across industries, making it easier for portfolio companies to build effective boards and operational teams. In addition, our leadership and talent development experts help companies optimize their organizational design to accommodate accelerated growth.



FOR ENQUIRY


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