Investment advice to non-profit organisations

Our dedicated services

Perfectly suited for associations & foundations, social organizations, pension and provident funds

Financial Planning

Plan in time the concrete financing of the actions of the organization and its evolution. Asset-liability management. Extra-financial criteria (responsible investment) analyzed with rigor and impact measurement.

Asset Management & Investment Consulting

Independently and professionally manage the assets of the organization. Envelopes, allocation and selection.

Management Oversight

Ensure compliance by third-party managers with the specifications and analyze their results and strategies. Create an aggregated global policy.

Training and studies

Help and train internal managers in their profession, or enlighten them on specific investment topics.

Risk Control

Measure and size global financial risks. Consolidate these risks for the entire organization.