Create value

We study the investment policy of the SICAV or the fund to find where we can bring more value to shareholders.

Strategy

We agree on the investment strategy with the main shareholders, within the management mandate, and communicate it to the management company.

Assets

We validate the investment universes appropriate to the chosen strategy.

Portfolio

We carry out the optimal long-term asset allocation based on the decided strategy.

Efficiency

We select the assets within the universes with the criteria of maximizing return and minimizing risk.

Control

We adjust the tactical exposure bands according to the market circumstances and the assets themselves over time.

Recommendations

We issue the recommendations to the management company to validate and execute them.

Monitoring

We monitor the portfolio and control its market risk daily.