FOR INSTITUTIONS //

Institutional depth. Boutique agility.

Built for asset owners, OCIO platforms, and sub-advisory mandates who expect more than off-the-shelf solutions.

  • Asset owners — endowments, foundations, public plans, corporate pensions
  • OCIO platforms
  • Sub-advisory mandates

HOW WE PARTNER //

However you invest with us, it's the same rigor.

01 //

SMAs

Separately managed accounts built directly on your books, with full transparency and control.

02 //

Model Portfolios

Delivered through leading OCIO and model-delivery platforms for scaled distribution.

03 //

Funds

Pooled vehicle access to the same systematic strategies, for allocators who prefer fund structures.

04 //

Custom Mandates

Bespoke sub-advisory and completion mandates built around your specific constraints.

CAPABILITIES //

One platform.
Three pillars.

01 //

Direct Indexing

Tax-aware, customization-first direct indexing across core equity and fixed income.

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02 //

Systematic Alpha

Factor-driven, proprietary strategies designed to generate returns independent of market direction.

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03 //

Liquid Alternatives

Next-generation access to private market return characteristics; daily liquidity, no lock-up.

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FEATURED CAPABILITY //

Get your factors right.

Diversification alone isn't enough. Beyond market exposure, factors such as size, low volatility, value, growth, and quality are independent sources of risk and reward — and they need to be measured and managed with the same rigor as any other allocation decision.

The V-Square Completion Portfolio (VCP) uses a Diagnosis-to-Completion approach: we first map your total portfolio's factor exposures, then tailor a completion solution that fills the gaps against your intended allocation.

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Enhance

Portfolio management precision.

Complement

Your multi-manager allocations.

Modernize

With tactical allocations.

Invest

With confidence.

GET IN TOUCH //

Ready to go beyond
off-the-shelf?

Whether you are an institutional allocator, OCIO platform, or RIA, we welcome a direct conversation about where V-Square fits in your portfolio construction framework.

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