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Are you an asset manager?

The strength of our society is independence; in all of our analysis, advice and evaluation of clients' investments.
Among the main activities, Consultique employs a team of Research & Selection Analysts that identifies and selects the best active managers in the world, in every asset classes, both traditional and alternative. Hence our dedicated team makes a screening of the overall supply of financial products on a National, European and Global basis to pick the best ideas and investment strategies with the aim to better support both Consultique’s clients (private and institutional) and our network of 200 professional studios across Italy.

The selection of the best asset managers is one our core services and it takes place as follows:  
  • Research and identification of the 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  
  • Products that have been selected by our team can be included in our clients’ portfolio or may be used to create one of the asset allocations we provide to our professional network

The above steps are very important as they enable us to calculate an internal final score (overall rating) and eventually set up a  meeting with the asset manager where to discuss the following topics:
  • 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  

The selection process of the right financial products is carried out to ensure the highest quality service for private and professional customers regarding the international supply of asset management products.
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