Our Expertise
Governance
The basis for professional portfolio management is good organization and discipline.
Premyss helps you to set up a documented and professional management process, depending on the
size of your company and your DNA.
Premyss's goal is to enable you to achieve good quality risk-adjusted performance, while
strengthening your external and sometimes internal communication.
Governance and discipline for better performances
Definition of the investment policy
-
Objectives & principles
-
Governance
-
Guidelines
-
Investment Universe
-
Monitoring
Implementation of the investment policy
-
Formalization and documentation of the investment policy
-
Definition of profiles
-
Management dashboards
Conduct of the investment policy
-
Macro and markets analysis
-
Meetings preparation
-
Leading of the investment comittee
-
Decisions formalization
-
Model portfolios
-
Communication and outputs