Selection of investment strategies appropriate to the Family Office policy.
ESG criteria implementation in investment policies.
Periodic Investment Committee.
Establishment of short, medium and long-term return objectives.
Parameterize the indicators for risk control.
Design personalized monitoring reports, such as return and risk.
Selection of asset managers and custodians, both nationally and internationally.
Select the suitable financial assets, mainly fixed income and equities for all investment recommendations.
Recommend the appropriate risk hedge.