PORTFOLIO MONITORING
ProFinance offers a portfolio monitoring service. Our methods and our tools enable us to closely monitor your portfolio and better manage risks on your behalf.
BETTER GOVERNANCE
ProFinance works with respect for the pension fund’s structure in compliance with its decision-making body. A better management monitoring and control, as well as a greater transparency in investment decisions lead to enhanced governance for the pension fund.
PREPARATORY DOCUMENTS
Meetings of the investment committee are crucial steps in the investment process. The tactical asset allocation is then prepared from the strategic asset allocation. ProFinance prepares an economic and financial research set targeted and adapted to your needs. These preparatory documents enable you to make informed investment decisions.
INVESTMENT COMMITTEE MEETINGS
ProFinance helps you organise your investment committee meetings in our offices or in yours. We attend your meetings if you would like us to. We help you with your investment decision process.
DOCUMENTING YOUR INVESTMENT DECISIONS
ProFinance documents each step of your investment decision process. After each adjustment of the tactical asset allocation, we prepare documents listing all new investment decisions. Our documents help you meet your responsibilities both legal and towards the beneficiaries. They also enable you to better monitor your investment decisions.
ETHICS AND SUSTAINABLE DEVELOPMENT
Qualitative constraints of ethical nature, in relation with sustainable development or socially responsible investment for instance, can be integrated into the investment process with the appropriate products, knowing the additional costs involved.