Detailed OFFER: Investors
Our objective
We provide you with the right investment solutions and listed & unlisted funds in an environment that is changing and becoming more complex, notably due to the growing number of players, asset classes, investment solutions and opportunities
Our solution
We put you in touch with trustworthy Asset Managers offering you high performance, innovative and diversified investment solutions and listed (all asset classes including alternative) & unlisted (private equity, private debt, infrastructure and real estate) funds to meet your present and future needs
Thus, we initiate and build, relationships of trust between you and qualified Asset Managers
Our approach
Investment solutions and listed & unlisted funds process selection:
Step 1 :
QUANTITATIVE ANALYSIS
OF STRATEGIES
2nd step :
QUALITATIVE ANALYSIS
OF STRATEGIES
Step 3:
DUE DILIGENCE OF THE
COMPANY
Creation of
Comparable Investment Universes
Creation of comparable investment universes:
Study and classification of investment strategies by comparable group
Classification of
Strategies
Classification of Strategies:
Identification of strategies with potentials with regard to a high level quantitative screening
Detailed Analysis of the
Strategies
Detailed analysis of Strategies:
Detailed quantitative analysis of the short list drawn up in the previous step
Philosphy
& Process
Philosophy & Process:
Due diligence, understanding and integration of the management philosophy, management process and fund
Management &
Research Team
Management & Research team:
Management and Research team due diligence
Risk Control
Risk control:
Fund risk control due diligence
Visit
Management Companies on Site
Visit Asset Managers on site
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Meet:
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the management team
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compliance
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risk
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support functions
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Tool and process analysis
Our strengths
Proven Investment Process
Proven investment selection process :
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A robust and proven investment solutions selection & due diligence process
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Solid process of setting up qualified partnerships
Open architecture model
All Asset Classes listed & unlisted
Open architecture model and transparency throughout the entire relationship
All asset classes listed (all asset classes including alternative) and unlisted (private Equity, private debt, infrastructure and real estate)
Advantageous
time /cost /
opportunity
ratio
Advantageous time/cost/opportunity ratio:
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We are only remunerated by Asset Managers.
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Structuring and managing a team dedicated to investment selection, as well as having a good knowledge of the market is costly and time consuming
Broad view of the market
A broad view of the market : Thanks to our network, our knowledge of our ecosystems and our mode of intervention, we benefit from qualified advice and a precise vision of market needs and opportunities.
