MANAGEMENT OF THIRD PARTIES
More and more frequently a customer who is satisfied with his asset management and the other party he uses to make investments, is interested in an exclusive monitoring of the activities carried out by his main representative.
With this service the customer is guaranteed a double-check on the activities performed by his consultant or an institution, plus neutral quantitative and qualitative information on his individual investments, and a general assessment of the quality of the counter-party.
SISAL therefore offers a service to monitor the activities of the counter-party, for "investimenti indiretti" (meaning investments managed by third party counter-parties), namely:
- Verification of costs
- Verification of the investment strategy
- Verification of the investment parameters
- Verification of specific contractual agreements
- Verification of the risk
