Consultancy

We always conform to the needs and requests of each customer. We fully understand that said needs may shift with time and circumstances.
These are some of our services:

  • Aligning the mission and the financial goals: identifying social goals and translating them into investment actions.
  • Identifying and carrying out those sustainable investments (ISR, ASG, Impact) better suited and aligned with the values of the investor.
  • Analysis (Due Diligence) and knowledge of the best impact investment opportunities (illiquid) whether directly or through funds.
  • Accompaniment in the investment procedures in illiquid assets.
  • Portfolio management with the right balance between return and risk, aiming for the best possible alignment with the social and environmental goals of the customer.
  • Impact assessment and periodical reports.
  • Strategic coordination of philanthropic actions with customer investment initiatives.
  • Training activities.
  • Consulting on optimum policies to be applied in investment processes.
  • Monitoring and management of asset allocation in the portfolio, in the framework of the investment policy and market opportunities
  • Specific monitoring of investment flows, both listed (bonds, dividend, retrocessions) and non-listed (drawdown/cash call, principal returns, other).
  • Elaboration of a report on the social impact of the portfolio.

#DoingwellbydoingGood

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