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Investment process
Investment process

Octane's investment process consists of three phases and can be summarised as follows:

  • Platform construction - sourcing of fund managers
  • Solution construction - designing bespoke solutions for clients
  • Ongoing management - risk monitoring and management

Octane uses a sophisticated screening process based on quantitative and qualitative scoring criteria.

This screening is done in accordance with pre-determined risk characteristics. Funds that fall within a given risk bracket are sourced on a basis consistent with the pre-determined parameters defined by Octane for that particular risk bracket.

The team at Octane focuses on identifying funds that will add value over time by producing consistent risk-adjusted returns. Funds assessments are based on:

  • Quality of the investment process
  • Experience of the investment team
  • Likely future success of the business.


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