Instruments
Technology
- Advanced proprietary application
- Best-practice IT Systems
- Info-provider with global coverage
- Secrecy and security in data processing
- High-profile communication
Financial Experience
- Customer profile and portfolio analysis
- Economic scenario forecast
- Discretionary Stock-picking
- Financial portfolio cost analysis
Asset allocation models and investment strategies
- Customized Asset Allocation
- Debt Analysis
- Value and momentum investment strategies aimed to select ETFs, bonds and mutal funds
- Templates mix of discretionary and quantitative signals
- Market stress indicators
- Risk management (market, credit, liquidity)
- Performance Monitoring
- Third party AM provider assessment
- Illiquid financial products assessment
