Strategy

Selection of investment strategies appropriate to the Family Office policy.

Analysis

ESG criteria implementation in investment policies.

Optimization

Periodic Investment Committee.

Plan

Establishment of short, medium and long-term return objectives.

Control

Parameterize the indicators for risk control.

Personalization

Design personalized monitoring reports, such as return and risk.

Selection

Selection of asset managers and custodians, both nationally and internationally.

Recommendations

Select the suitable financial assets, mainly fixed income and equities for all investment recommendations.

Monitoring

Recommend the appropriate risk hedge.