Customized funds
Our approach
A customized fund is a fund created specifically for one or more partners. It is adapted to their specific needs, offering greater customization and flexibility in the investment strategy.
The benefits
Reduced administrative workload related to arbitration
Reactivity to market trends
Controlling costs and expenses
Diversity of
underlyings
Optimize time for customer service and advice
Enhance the value of your practice with a visible, measurable asset
The solutions
- Underlying assets : ETFs, securities, bonds, equities, mutual funds
- Sales tools Presentations
- Regular reporting
- Insurance referrals
- Competitive pricing
- Management teams and research tools
- Regulatory control
- Compliance, risk and ESG analysis teams