Institutional and private banking clients
need more efficient solutions
Institutional process
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Initial review
with the client
Client background
Understanding the needs and goals of the client (liquidity, personal preferences, etc.)
Information
exchange
Total net worth (holistic view of assets and liabilities)
Analizing the composition of the client’s net worth on a holistic basis (including all liquid and illiquid assets) in order to fully understand current portfolio risk exposures.
Asset Allocation Design
Client approach
Through the presentation of vairous risk-return profiles, we help our clients to decide with which level of risk they feel comfortable and which restrictions must be included.
Risk-Return
Profile Definition
Mandate Design
Investment goals and objectives; legal and regulatory issues, fiscal restrictions, liquidity and personal preferences.
Optimization,
Strategic Asset
Allocation and Investment Policy Statement (IPS)
Development
Asset Allocation Final Process and Investment Policy Statement (IPS).
Implementation
Open Architecture
We provide implementation advise of the Strategic Asset Allocation (SAA) in the most efficent manner analyzing the best products and strategies available on the market.
Monitoring
Portfolio review
Continious portfolio monitoring with careful risk management.
