Institutional asset management
Mandates built for committees, not campaigns.
Aurelius combines public markets, private markets, and risk oversight inside a single decision architecture built for boards, endowments, and sovereign mandates.
What We Do
Core Capabilities
Global Equity Strategies
Systematic and fundamental equity mandates across developed and emerging markets. Our process combines quantitative screening with deep fundamental analysis to identify durable alpha opportunities.
Fixed Income & Credit
Investment-grade and high-yield credit strategies with duration management tailored to institutional liability profiles. Rigorous credit analysis and macro-driven positioning drive consistent risk-adjusted returns.
Multi-Asset Solutions
Dynamic asset allocation frameworks that adapt to changing market regimes. We construct portfolios that balance growth and protection across the full spectrum of global asset classes.
Private Markets
Direct co-investment and fund allocation across private equity, real assets, and venture capital. Deep GP relationships and proprietary deal flow provide access to institutional-quality opportunities.
Risk & Analytics
Proprietary risk models, factor analysis, and scenario testing embedded in every mandate. Institutional-grade risk management is not an overlay - it is the foundation of every investment decision.
Track Record
Performance
$84B
Assets Under Management
14.2%
10-Year Annualized Return
0.87
Sharpe Ratio (5Y)
38
Years of Continuous Operations
Strategy Performance (Net of Fees)
We do not chase returns. We construct portfolios designed to compound across market cycles, delivering institutional-grade outcomes with discipline and patience.
Marcus Aurelius Chen, Chief Investment Officer