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Investment Advisory
Expert Guidance for Smart Investment Decisions
Fund Management
Strategic Management for Your Investment Funds
Financial Planning
Tailored Plans for Financial Security and Growth
Financial Consultancy
Offering specialized financial consultancy
Expert Investment Advisory Services
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What we offer
Personalized Investment Strategy
Tailored Investment Strategies for you
Research & Analysis
In-depth Market Research
Portfolio Management
Dynamic Portfolio Management
Risk Management
Comprehensive Risk Management
Ongoing Communication and Reporting
Transparent Communication
Personalized Investment Strategy
Tailored Investment Strategies for you
Every investor is unique. We take the time to understand your financial situation, goals, and risk preferences. Based on this in-depth analysis, we develop a customized investment strategy that suits your individual needs.
Research & Analysis
In-depth Market Research
Leveraging advanced tools and deep market insights, our team conducts thorough research and analysis. We keep you informed about market trends, opportunities, and potential risks, ensuring your investment decisions are data-driven.
Portfolio Management
Dynamic Portfolio Management
Our service includes active management of your investment portfolio. We continually monitor, review, and adjust your portfolio to optimize performance and align with changing market conditions and your evolving financial objectives.
Risk Management
Comprehensive Risk Management
Risk management is integral to our advisory service. We employ robust strategies to mitigate risks while aiming for consistent growth, ensuring your investments are safeguarded against market volatility.
Ongoing Communication and Reporting
Transparent Communication
Stay updated with regular reports and communications. We believe in maintaining transparent relationships with our clients, providing clear insights into your portfolio’s performance and our investment decisions.
Access to Global Opportunities
Our reach extends beyond local markets. We offer access to global investment opportunities, allowing you to diversify your portfolio and tap into international growth prospects.
Reach to Finsai Ventures Investment Objectives
Our Finsai Ventures investment consulting team has access to cutting-edge market intelligence and a strong track record in providing investment consulting and advisory services to institutional investors, helping them to reach a positive impact and returns. The building blocks of our Finsai Ventures Investment service:
Step 1
Discover
MARKET MAP
Solutions mapped for you
Create a market map of the most appropriate impact investment solutions for you, attending your needs across asset classes, geographies and themes.
We also offer model portfolios and white-label products across themes and asset classes, if that is your preferred approach.
Step 2
Start selecting
FUND SELECTION
With your criteria
Considering your impact criteria, our impact investing consulting team will make use of sophisticated impact measurement frameworks and benchmarks to perform investment and impact due diligence for fund manager selection across all asset classes.
Our expertise includes advice for tax-efficient fund placement.
Step 3
Ongoing process
MANDATE MONITORING
The investment cycle
In order to deliver the best impact investing advisory services for institutional investors, our impact investment consulting and advisory team provides ongoing impact reporting, monitoring and review of processes across the investment cycle.
We provide tailored advice at every stage of an investor's impact allocation:
Our Finsai Ventures investment consulting team has access to cutting-edge market intelligence and a strong track record in providing investment consulting and advisory services to institutional investors, helping them to reach a positive impact and returns. The building blocks of our Finsai Ventures Investment service:
MARKET RESEARCHES, FUND LANDSCAPES AND BOARD PRESENTATIONS
Through our extensive market intelligence, we can help institutional investors make more informed decisions, get answers to their questions related to available opportunities in the market, and base analysis on our in-house data.
We have provided insights to various pension fund boards, specific to certain themes and/or asset classes and where necessary, provided an overview of the investing industry, including examples of funds and underlying investments.
MANAGER SELECTION AND OUTSOURCED IMPACT DUE DILIGENCE
FINSAI VENTURES can be a valuable partner to investors in this phase, providing real-time information on the funds and managers pre-screened to fit the definition of financial-first impact investments.
FINSAI VENTURES lends investors its intelligence of the universe of funds as well as its deep understanding of fund selection, to ensure funds have robust teams, strategies, track records, and impact processes.
IMPACT MEASUREMENT, MANAGEMENT AND REPORTING
Our Measurement and Management division helps investors identify areas of improvement in their funds and works directly with fund managers to support the implementation of the suggested practices.
Additionally, through the extensive mapping of fund managers and collection reports, FINSAI VENTURES can support the portfolio-level aggregation of fund data.
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