We support our clients in the selection of managers and managed products (UCITS and FIA) as well as management mandates. Since 2001 we have been using a proprietary web-based database for this activity, to which over 400 counterparties contribute free of charge.
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 phase consists of the application of a proprietary algorithm, developed and verified continuously also with reference to the most updated financial research. The algorithm is made up of different measures divided into six thematic families. This phase is preparatory to the qualitative analysis to which each strategy and company are subject in the selection phase, and which involves direct contacts with the management houses. The qualitative analysis also contains an algorithm that allows comparative assessments related to SRI issues.
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: