Funds
Disciplined and rigorous investment planning and implementation

We provide tailored portfolio management services using disciplined methods to preserve and build capital, while focusing on diversification and risk reduction. To achieve favorable results, we learn from our clients what they expect from their investments.

We use open architecture to give you access to the top-performing investment products available worldwide. We tailor our offers and strategies according to your individual requirements and risk profile.

Portfolios include funds selected through a rigorous process. The screening process includes the following steps:


    • assessing managers and their organizations (academic and professional experience, reference checks, etc.)
    • analyzing the quality of the research (tools used by fund manager)
    • analyzing the strategy for portfolio implementation and firm-wide risk controls (compliance, audit and operational flow, etc.)
    • analyzing the quantitative merit of the fund (risk and return, correlation and strategy, and other measurable factors)


As these steps are concluded, funds are submitted to our Investment Committee for final approval. Committee members include directors of investment, compliance, risk and legal areas.

Funds are monitored on an ongoing basis, with formal fund-performance reviews. An annual in-depth due-diligence process is carried out to ensure that the best practices initially observed continue to be implemented.

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