We support our clients in the selection of
managers and products (UCITS and AIF) and management mandates. Since 2001, have
been relying on a proprietary database for this activity. More than 400
registered listed fund management companies contribute free of charge to the
database with info about offers and companies.
Each asset management company must provide and update information about the following variables
In order to constantly monitor the updates proposed by the industry, the database is also continuously updated through periodic meetings organised with the management companies. On average, about one hundred per year.
The selection process is divided into two phases. The quantitative analysis consists in applying a proprietary algorithm, developed and verified continuously, composed of various 20 measures divided into 6 families. The quantitative analysis is preparatory to the qualitative one to which each product is subject during the selection phase and which involves direct contact with management companies.
In order to implement the decisions taken in the selection of mandates, we provide support for the portfolio transition (Transition Management), which is structured as follows:
We supported our clients in 250 selection processes on average each years, in the last 5 years. +4 billion euros the amount invested on average each year.