Risk management and expected return are the core value of our asset management. According to your requirements we offer three types of mandates: the discretionary mandate, the advisory mandate and the «Tailor-made» mandate.
The discretionary mandate
This discretionary mandate is our “savoir-faire”.
It is perfectly suited for clients who want to delegate all the investment decision process and implementation to the manager.
We elaborate together a strategy in order to define the main parameters:
- Reference currency
- Investment objectives
- Risk aversion
- Time horizon
- Fiscal aspects
The manager will then rigorously follow the defined strategy, while adapting the portfolio to the continuous changing economic environment.
The advisory mandate
Advisory Mandates are ideally suited for clients who desire to play an active role in the decision making and asset allocation process. Moreover, need specialized advice in monitoring the portfolio on a day to day basis and proactive recommendations on their investments.
We elaborate together a strategy in order to define the main parameters:
- Reference currency
- Investment objectives
- Risk aversion
- Time horizon
- Fiscal aspects
Socofigest, as per this mandate, will not make any transaction without the client’s confirmation.
The «tailor-made» mandate
This mandate is fully customized.
It can include all kind of assets and it can be discretionary or not.
We elaborate together a strategy in order to define the main parameters:
- Reference currency
- Investment objectives
- Risk aversion
- Time horizon
- Fiscal aspects
- Types of assets
- Consolidation with illiquid assets
- Consolidation with real estate assets
The manager will then rigorously follow the defined strategy, while adapting the portfolio to the continuous changing economic environment.