Asset manager

The strength of our society is independence in all activities of analysis and evaluation ofour clients' investments.

Among the main activities, Consultique employs a team of Research&Selection Analysts about the best active managers, in every asset classes, both traditional and alternative.

This kind of activity is carried out thanks to data and info provider which are world leader in the financial and asset management information.

There is a dedicated team who make preliminary screening in overall supply of financial products on national base, but also on European and international base with the aim to put at disposition of Consultique’s customers (private and institutional) and of our network of 200 professional studios, fee only financial advisor and family office, the best ideas and investment strategies as well as the best managers.

So, best asset manager is one of the most important feature of our company; the selection process take place following these steps:

• Research and identification of investment company
• Preliminary analysis of the product offering of each company
• Meeting for due diligence on managers and operational structure
• Qualitative analysis of the products
• Feedback from our team of analysts on the results of due diligence made on products
• If successful, we open a relationship of communication and data exchange on the portfolio of selected funds
• Selected products by our team represent on instruments that can be used for asset allocation to our clients or tools that may be included in our model portfolios available to our professional network

This meeting is very important for us as we are able to compute an internal final score (overall rating) about several factors:

• Quality Management on products
• Transparency of investment strategies
• Reporting and degree of disclosure of mutual funds holdings
• Governance
• Number of products offer and Money Flows Trend analysis

Selection and due diligence activities on products is carried out to ensure the highest quality service for private and professional customers regarding international supply of asset management products.

Connect to our network

Through our internal platform inserted in the reserved area of the website, the selected asset managers can communicate with our network of professional about:

• Presentation of funds selected by our Research&Analysis Department
• Publications of interview on selected managers with prospective about the management of funds
• Updates about policy and structural changes in investment philosophy
• Corporate actions (merger and incorporations)
• Events organized by Management Company (conference call, meeting, roadshow)
• Presentations of new products launched

Fee only financial planner, independent consulting firm and family office can contact asset manager to ask more details and personalized meetings.

Here is depicted our due diligence process conducted by our Research&Analysis Department.

Contact us to research@consultique.com or telephone on +39 045.8012298