ASSET MANAGEMENT
Overview
Rexwood Capital provides discretionary asset management services designed for sophisticated investors seeking professionally managed portfolios within a structured execution framework. All asset management activities operate under the REX Framework, ensuring consistency in decision-making, risk and capital controls, mandate execution, and ongoing oversight. Portfolios are constructed and managed according to predefined investment objectives, risk tolerances, liquidity requirements, and governance standards. Rexwood does not offer standardized products; asset management mandates are structured to align capital deployment with clearly articulated objectives and governance parameters.
Mandate-Driven Portfolio Management
Asset management mandates are established through a structured suitability and stability assessment process, ensuring alignment between capital participant objectives and portfolio behavior. This mandate-driven approach ensures transparency, accountability, and consistency across all asset management engagements
Investment objectives and time horizon
Risk appetite and drawdown boundaries
Liquidity and withdrawal parameters
Portfolio construction guidelines
Reporting and review cadence
Investment Approach
Rexwood Capital’s asset management approach emphasizes a defined allocation framework and disciplined portfolio execution over opportunistic positioning.
Portfolio adjustments are made within the boundaries established by the mandate and the REX Framework.
Active portfolio management within defined risk parameters
Diversification across asset classes, instruments, and mandate-defined exposure categories
Structured performance evaluation against mandate objectives
Continuous risk monitoring and mandate-aligned portfolio recalibration
Capital preservation as a governing principle
Asset Management Governance Under the REX Framework
All Rexwood Capital asset management mandates operate within the governance architecture of the REX Framework, ensuring structured portfolio execution, risk governance, and mandate alignment with defined mandate parameters. Governance elements include mandate definition and change control, integrated risk and capital controls, independent custody, structured monitoring and escalation protocols, and transparent reporting aligned with capital participant objectives. This framework ensures accountability, consistency, and capital protection across all asset management activities.
Risk & Capital Controls
Risk management is integrated directly into portfolio construction and ongoing management.
These controls are designed to protect capital integrity while allowing portfolios to operate effectively across varying market environments.
Full risk architecture and capital control framework are detailed under the Risk & Capital Controls section of the REX Framework.
Defined drawdown thresholds
Risk concentration oversight
Liquidity monitoring and stress considerations
Position sizing and exposure limits
Scenario and volatility awareness
Asset Management Tiers
Rexwood Capital offers multiple asset management tiers to accommodate varying investor profiles and mandate requirements.
Each tier reflects differences in
Portfolio Dynamics
Capital Allocation Scope
Risk Tolerance And Drawdown Parameters
Liquidity Structure
Reporting Depth
Tier descriptions are indicative and subject to mandate alignment and regulatory eligibility. Tier parameters including minimum capital commitments, fee structures, liquidity windows, and withdrawal terms are disclosed following completion of suitability and stability assessment and formal mandate alignment. Asset management tiers are indicative frameworks and are made available only to eligible Professional Clients and Institutional Capital Allocators following formal evaluation.
Global Investment Universe
Subject to mandate profile and regulatory eligibility, Rexwood portfolios may include exposure to a broad range of global financial instruments, including:
Asset allocation and positioning are guided by market dynamics, mandate constraints, and Rexwood's internal risk governance framework. Instrument utilization remains subject to mandate parameters, regulatory eligibility, and internal risk protocols.
Foreign exchange and macro exposure
Global equities and equity indices
Commodities and precious metals
Derivative and hedging instruments, where appropriate
Custody & Capital Participant Asset Safeguards
Capital participant assets are held with independent third-party custodians or regulated brokerage and financial institutions. Rexwood Capital operates under a discretionary management framework and does not commingle capital participant assets with firm operating funds. Authority, access, and operational scope are contractually defined and governed by applicable regulatory requirements.
Reporting, Review & Oversight
Transparency and accountability are core components of Rexwood's asset management services. Capital participants receive structured reporting and review processes that may include
Periodic performance reporting
Client Eligibility & Engagement
Asset management services are available to eligible Professional Clients and Institutional Capital Allocators subject to regulatory requirements, internal suitability assessment, and formal mandate documentation.
At Rexwood Capital, every relationship begins with suitability and alignment.
Choose how you would like to proceed
Mandate Suitability Assessment
Evaluate alignment with REX Asset Management mandates.
Complete a short assessment designed to help determine whether your objectives, risk profile, and expectations align with the REX Framework and the asset management services we offer.
Begin Mandate Review
Begin the mandate admission process to structure asset management mandate under the REX Framework, and aligned with your objectives.
Frequently Asked Questions
Risk Disclosure
Rexwood Capital does not provide capital deployment mandates to the general public.