Obtaining the investor's confidence is essential to developing good financial advice. How get the investor's trust if they don't know us?
We only see one way to move forward in building trust:
> Our fees are aligned with the result obtained by our advice.
> Our independent analysis capabilities of the financial markets are exclusively at the service of our clients.
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.