We intervene on a specific or recurring basis
to advise you on your investments. We give you
the benefit of our expertise, our contacts and
our range of services so that yourdecision-making
is faster and more efficient.
- Can monitoring of your investments be delegated to enable you to focus on decision-making?
- How can your investment process be structured most effectively?
- How can your available time be managed most effectively?
- How can the monitoring of your investment process be professionalised while retaining your autonomy?
- Preparation, convening and follow-up of meetings linked to investments.
- Preparation and clear explanations for the Foundation Board of Trustees.
- Provision of our full range of tools and services.
- Monitoring and challenging your service providers at the level of investments.
- Updates required by regulations and follow-up of decisions to be taken.
You have access to
- A team which is able to support you at every stage of your investment process.
- In-depth knowledge of the needs of occupational benefit schemes and of their managerial bodies.
- A structure adapted to the needs of occupational benefit schemes.
- Time gained for effective decision-making.
- Independent, full and highly qualified advice.
- Ranges of prices and services which can be adapted to the needs and specific features of your particular occupational benefit scheme.