Investment advice to non-profit organisations

Associations & foundations | Social Organisations | Pension and provident funds

Our dedicated services:

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.

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

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

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