Institutional Advisory For boards, corporates & family offices

Disciplined governance and investment decisions, built to last.

We help organizations institutionalize decision-making through governance frameworks, investment advisory support, and ESG integration — aligned with global standards and local market realities.

PhD • CFA • CAIA
Governance & Boards
Investment Committee Support
ESG & KPIs
Decision-ready Advisory
Frameworks, analysis, and support for confident decisions.
Engagement
Project or retainer
Focus
Institutional clients
Method
Standards-driven
Output
Board-ready deliverables
Abdulaziz Alomran
PhD, CFA, CAIA • Investment & Governance Consultant
About

Who we work with

Advisory designed for decision-makers — boards, executives, and investment committees seeking clarity, structure, and accountability.

Family Offices & Investment Vehicles

Institutional frameworks for allocation, oversight, and risk discipline.

Corporates & Holdings

Governance, performance measures, and investment decision support.

Family-Owned Businesses

Practical governance and KPI systems that improve decision consistency.

Boards & Committees

Board-ready materials and structured advisory for confident resolutions.

Services

Clear, deliverable-driven advisory across governance, investments, ESG, and performance — designed to support decisions and implementation.

Governance Advisory

Structures and policies that enhance accountability, oversight, and decision quality.

  • Governance frameworks, policies & charters
  • Board & committee design, roles and cadence
  • Governance maturity assessment & roadmap

Institutional Investment Advisory

Decision support for allocation, alternatives, and investment committee processes.

  • Investment policy (IPS), objectives & constraints
  • Alternative investments review (PE, real assets)
  • Investment committee memos & meeting support

ESG & Sustainability

Practical ESG integration, KPIs, and reporting aligned with stakeholder expectations.

  • ESG readiness assessment & governance model
  • ESG KPIs, dashboards & reporting templates
  • ESG due diligence and investment screening

Strategy & Performance

Measurement systems and strategic reviews to support sustainable value creation.

  • KPI design and operating dashboards
  • Strategic reviews and decision frameworks
  • Board-ready reporting for oversight and alignment

Why clients choose us

A disciplined, pragmatic approach — combining institutional standards with implementable deliverables.

  • PhD-level rigor with decision-first outputs
  • CFA & CAIA-aligned institutional methodologies
  • Independent, conflict-aware advisory stance
  • Practical governance, KPIs, and committee support
  • Clear scope: institutional clients only

Key Principles

Standards-driven
Decision-ready
Board-grade
Pragmatic
Independent
Typical deliverables
Governance charters • IPS • committee memos • KPI dashboards • ESG frameworks & reporting templates.

About

A boutique advisory practice focused on governance discipline, investment decision quality, and measurable ESG integration.

Abdulaziz Alomran, PhD, CFA, CAIA

Investment & Governance Consultant • ESG & Performance

Works with boards and leadership teams to strengthen governance structures, institutionalize investment processes, and build KPI and ESG systems that support sustainable performance. Engagements are confidential, structured, and deliverable-led.

Contact

How we engage

Simple, structured engagements — designed to move from clarity to action.

1) Assessment

Understand objectives, constraints, and gaps across governance, investments, and ESG.

2) Advisory

Deliver frameworks, analysis, and board-ready materials to support decisions.

3) Ongoing Support

Retainer support for committees, reporting cadence, and continuous improvement.

Let’s discuss your needs

Schedule a confidential discussion to explore how we can support your organization with governance, investment, and ESG advisory.

Confidential • Structured • Deliverable-led
Book a Consultation
Or email: contact@alomranadvisory.com