Portfolio Management
Nature to be innovative
We strive to be innovative, bringing together international talent with diverse skills and backgrounds. Our greatest strength is our agility in a changing world, where speed matters as much as size.
We understand that no two clients are alike. One of the main reasons our clients choose us is our commitment to a client-focused approach. We begin our process by carefully listening to our clients, gaining a deep understanding of their unique needs, challenges, and vision. With this insight, we then design a bespoke solution tailored specifically to meet their individual requirements.
Asset Classes
Equities
Fixed Income
Structured Products
Alternatives & Private Market
Directly linked to the Endowment approach is the use of a fully independent private Investment Office at the center of our investment expertise. Instead of working with segregated teams to create building blocks into an allocation, the investment office blends its expertise into one investment team that manages clients’ portfolios.
The Investment Committee meets regularly to discuss market views and monitor the parameters on which the strategic allocation was based with the aim of assessing the validity of the theses.
All human resources are working together building, managing and monitoring the wealth of our clients.
The Investment Office builds its convictions by coupling a top down analysis of the macro themes that are shaping the investment world and markets today, with a fundamental bottom up approach that is built with a focus on long-term thinking, value creation and wealth preservation.
Types of mandates
Building and managing multi-asset class portfolios is a core activity of Crescendo. Whether on an advisory or discretionary basis, our experienced teams help you define and execute an investment strategy that best suits your risk profile and meets your objectives.
Discretionary Mandates
For clients who wish to delegate the investment of their portfolios to Crescendo. We construct a specific portfolio and allocate assets in such a way to meet the specific and often unique requirements. The client is regularly informed of investment decisions and changes through reporting, portfolio reviews and meetings.
Advisory Mandates
For clients who are seeking advice on their investment decisions, we offer an advisory solution, which can be targeted to specific needs. This ranges from support on investments or fund selection to asset allocation and reporting to governance, oversight and planning.