We work closely with each client to define return objectives, risk appetite, liquidity
needs and cash flow projections, in order to establish an adequate investment
policy and a proper diversified asset allocation. We monitor risk relentlessly through
a set of metrics and constant discussions regarding investments performance.

UNDERSTANDING THE CLIENT

• Analysis of clients' needs

• Identification of liquid and non-liquid assets, investment structures and applicable tax and legal aspects.

• Understanding the areas related to management of liquid part of the clients portfolio  

  • Portfolio

  • Cash flow

  • Investment horizon

  • Risk-return profile

  • Applicable restrictions

investment policy IMPLEMENTATION

• 4-hand Investment policy definition

• Revision of investment structure

• Negotiation of applicable costs

• Implementation of agreed decisions

MANAGER AND ASSET SELECTION

• Identification and selection of managers and assets

• Complete data base analysis of managers and products

• Thorough quantitative and qualitative analysis

• Managers ranked by experience and professional network

• Selection approved by the Product Committee

Risk Monitoring and Analysis

• Continuous analysis of results and portfolio managers

• Comparison of portfolios returns and asset classes through pre-defined benchmarks

• Analysis and monitoring of the macroeconomic environment

• Risk control with re-balancing and tactical allocations

• Portfolio consolidation reports

• Continuous communication with the client