Investment mandates for institutional investorsInstitutional discipline. Boutique attention. Built around your governance.
For pension funds, foundations, endowments, family offices, trusts and corporate treasuries that want an investment partner aligned with their fiduciary standards.
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Why institutions choose Tramondo
A partner to the advisors and committees you already work with.
Institutional capital calls for investment specialism, governance fluency and a partnership that strengthens the structures already in place. We work within clear frameworks: defined responsibilities, transparent terms and a commitment to work through the relationships you have built.
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Who we serve
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Institutional clients we work with
Long horizons and clear governance.
Foundations
Charitable and corporate foundations with long‑horizon mandates and policy-driven allocation.
Endowments
University, cultural and ecclesiastical endowments balancing spend rate with capital preservation.
Family offices
Single and multi-family offices that need investment specialism alongside their internal teams.
Trusts
Trustee structures where fiduciary standards and reporting discipline are non‑negotiable.
Pension & welfare funds
Defined-benefit and welfare schemes requiring institutional-quality investment management.
Corporate treasuries
Operating companies investing strategic reserves under board-approved risk parameters.
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What we offer institutions
Mandates, funds and reporting in one place.
Discretionary mandates aligned with your investment policy
Benchmark-independent strategies aligned with your investment policy statement, risk budget and liquidity profile, within the supervisory and reporting expectations of an institutional client.
Funds and managed accounts
Our funds are built for institutional investors. Where regulation, compliance or investment policy call for a different structure, we implement managed accounts.
Consolidated reporting across custodians
One view across custodians, entities and jurisdictions, giving investment committees and trustees the clarity they need to act with confidence.
Structures for multi-generational wealth
Structures that carry values forward, along with assets: for family offices, family-controlled foundations and trustee arrangements.
Family office coordination with Dr. J. Bollag & Cie. AG
Within our group, Dr. J. Bollag & Cie. AG coordinates tax, legal and corporate matters with your investments.
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How we work with institutions, step by step
Mutual respect. Clear responsibilities. Shared success.
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Partnership exploration
We understand your investment policy, governance structures and existing advisor network, then design a collaboration framework that protects the relationships you have built.
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Integration framework
Reporting cadence, escalation paths, committee interaction and boundaries of authority are documented, so investment committees and trustees remain at the centre, with our capabilities as an extension of their own.
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Long‑term evolution
Regular review of mandate performance, governance fit and partnership effectiveness, and continuous refinement of how we work together.
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Questions and answers for institutional investors
01What does Tramondo offer institutional investors?
Tramondo offers cost‑efficient investment solutions for independent asset managers, family offices, pension funds, foundations and other institutions: discretionary mandates, Tramondo's own funds, and managed accounts or other structures where regulation, compliance or investment policy call for them, with transparent reporting and independent monitoring of costs.
02Can Tramondo work alongside our existing advisors and custodians?
Yes. Tramondo works through clear frameworks with the advisors, investment committees and custodian banks an institution already has, and can provide consolidated reporting across custodians and entities.
03Does Tramondo offer managed accounts?
Yes. Where a fund is not the right vehicle for regulatory, compliance or investment reasons, Tramondo implements managed accounts and other investment structures for professional investors.
04Can existing family offices work with Tramondo?
Yes. Tramondo works with family offices that want investment specialism alongside their own team, through mandates, managed accounts or Tramondo's funds, with consolidated reporting across custodian banks.