1. About us
  2. Enterprise risk management
  3. Wealth and Asset Management
  4. Financial advisory
  5. Research Insights
  6. Careers
ENG
ITA
  1. About Us
  2. ERM
  3. WAM
  4. Financial Advisory
  5. Research Insights
  6. Careers
ENG
ITA
  1. Consulting
  2. Team
  3. Sustainability
  4. Events
  5. Contacts
>
  1. Financial advisory >
  2. Consulenza >
Investment Process Engineering

Investment Process Engineering

Since 2010 Prometeia has been supporting its institutional clients in the design, creation and ongoing assistance of dedicated investment platforms.

 

Main services

  • Feasibility study of the solution, based on the characteristics of the investor and his portfolio 
  • Design of the implementation model (financial structure consistent with AAS, governance) 
  • Selection of the platform provider (Management Company) through beauty contest 
  • Support in the set-up phase of the fund (prospectus, IMA, SLA) and in the start-up phase (transition management)
  • Ongoing support to the investor in the dialogue with the various actors (ManCo, custodian bank, investment managers, ...)
 

Strengths

  • Ad hoc team 
  • Proprietary database containing information on the main ManCo 
  • Knowledge and experience on the Luxembourg and Irish market 
  • Recognized knowledge of the Italian institutional market and its peculiarities
 
  1. Strategic Asset Allocation
  2. Tactical asset allocation
  3. Performance & Risk Analysis
  4. ALM
  5. Selection Process
  6. Risk Management
  7. Investment Process Engineering
  8. Order routing