Validate the investment objectives of the Institution.
Define suitable investment universes and applicable restrictions.
Implement socially responsible investment measures.
Set up an investment strategy according to the objectives and restrictions.
Define the metrics for risk control.
Review of current investments portfolio and recommendation of more suitable alternatives in terms of costs, return and risk.
Creation of materials and tailored reports for the Investment Committee.
Coordination with the governing board of the Institution.
From our offices in Barcelona, we advise our clients fully independently, with strict professional criteria and free from any conflict of interest.
CEO
Economist, Certified European Financial Adviser by the European Financial Planning Association - EFPA. President of Economistas Asesores Financieros (EAF) and member of the General Council of Economists of Spain and of the Commission of Financial Economics of the College of Economists of Catalonia.
