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About Avrox Asset

Russ Oxley

Fixed income, derivatives and pension investment.

I have spent more than 25 years working in investment management, principally in government bonds, derivatives and macro investing.

At Ignis Asset Management I developed the forward-rate investment framework, built the institutional rates and LDI business, and launched the Absolute Return Government Bond Fund. I was subsequently Head of Fixed Income Absolute Return at Old Mutual Global Investors and Head of Macro at Cameron Hume.

My research covers the connection between pension liabilities and investable assets, the information in bond markets, and the design of a modern tontine. The latter asks how investment, longevity sharing and distributions can work together under explicit rules.

I work part-time in investment research at Hymans Robertson and run Avrox Asset separately. The work published here is independent and does not represent the views of Hymans Robertson.

Consultancy

Building investment capabilities

I consult with financial institutions developing fixed income capabilities or modern tontine structures. The work can begin with an investment framework, a liability-hedging problem, or the rules and calculations needed to share longevity risk.

Fixed income

Investment process, government bonds and derivatives, liability hedging, portfolio construction, and the pricing and risk tools needed to support them.

Modern tontines

Target-date investment ladders, fair transfers between heterogeneous members, distribution rules, and the checks needed to run a pool over time.

Founding membership of Modern Tontines on Substack books my time as a consultant. The subject and timing of the consultation are agreed directly with me.

Discuss a project

For an institutional project, research collaboration or an introduction to CRZ Pricing, you can also contact me directly.

russ.oxley@avroxasset.com

Avrox may receive commission from successful introductions to CRZ Pricing. Company information and disclosures.