Corporations, Endowments, Foundations, Pension and Sovereign Funds

Our team is prepared to assist corporations, foundations, endowments, sovereign funds, and pension funds to make the best decisions on their investments, with diligence and support, following the framework of the investment policies established by proper regulation.

With broad coverage, our analysis team is divided into asset classes – equities (fundamental and technical analysis), fixed income, investment funds and REITs – and has a team specialized in macroeconomics, joining the top down and bottom up perspectives.

Please contact us to find out more.

Corporations, Endowments, Foundations, Pension and Sovereign Funds
 

Reports and analyses

 

Service

  • Scenario meetings and calls
  • Sectoral analysis
  • On demand reports
  • Analyses and recommended portfolios taking into acoount the institution investment policy
  • Accountability meetings with board members/Chairmen
  • Access to analyst for investment cases discussions
  • Relationship with portfolio managers and investors
  • Globaly Roadshows and Investor Education
  • Access via proprietary platform: online and email
  • Access via Bloomberg and Thomson Reuters terminals
 

Attendance

LOW TOUCH ACCESS
  • Contact customer service for technical questions
  • Service via email or telephone, with pre-determined SLA
  • Call with analysts team with pre-established schedule
HIGH TOUCH ACCCESS
  • Calls with analysts
  • Meetings with pre-defined themes by the client
  • Exclusive e-mail service channel and/or dedicated team
 

Contact | Trial

Our team will contact you shortly

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  • Interests

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