we are your trusted consultants
in your decision-making activities.

freccia_grande

More Efficient Investments
and Management

We are among the first financial advisory firms in Europe and offer our services to over 100 ml of assets.

managed funds

Assets Under Advice (€135 mld)

Assets Monitoring (€100 mld)

Selection Managers (€19 mld, 2018-2020. €15 mld Private, €4 mld Alternative)

We are specialize in Asset Liability Management (ALM), Strategic and Tactical Risk and Asset Allocation (RAS, AAS, AAT), financial risk measurement and analysis (risk management), performance assessment and portfolio design, Implemented Consultancy/Fiduciary Management.

Our Clients

41 Number of Italian institutional clients
4 Number of non-Italian institutional clients
14 Foundations and Social Security Funds (Italian)
17 Negotiated and pre-existing pension funds
5 Funds and Health Funds
5 Non-profit organizations, insurance companies, banking and corporate foundations

Best
Investment Consultant

We are leaders in Risk Management, nominated among the best 6 Best Investment Consultants around the world by the jury of the European Pensions Magazine and Global Pension Magazine Awards made up of the major asset managers, pension funds, and consultants of the global financial market. For ten years, our European clients have been awarded by the jury of the IPE Awards for the investment methodologies we have implemented.