Advisory

Risk comes from not knowing what you're doing

Warren Buffett

“E-CIO”: External Chief Investment Officer

1 Structuring

 Asset & Liability Analysis;

 Investment Policy write up;

 Third Party providers selection;

 Re-Structuring plan.

1 Risk Analysis 

 Market Risk;

 Liquidity Risk;

 Country / Credit Risk;

 Interest Rate, Currency Risk.

1 Portfolio Design & Monitoring

ETFs / Funds;

 Bonds;

Stocks;

Hedging.

Tailored Portfolios

1 Fundamental Analysis

Fixed Income (Sov, EM,Corporates);

Equities (Value, Dividends).

1 Quantitative Models

Passive;

Mean-Variance Optimisation & VaR.