Our core expertise
During their previous experience at the heart of some of the major international banking institutions, the members of our Team supported Institutional Investors with regard to (a) market analysis, (b) design, (c) structuring, and (d) implementation of ad hoc investment solutions encompassing several asset classes and accommodating for different degrees of sophistication.
In this space, Valeur acts, in the interest of its Institutional Clients, as a single point of contact and gateway to some of the most prominent international investment houses, on an open architecture basis, since our ultimate goal is to originate the most suitable solutions, at the most competitive terms, for them.
The contribution of Valeur to its Institutional Clients begins with the definition of the investment constraints and expectations, and with sharing their existing portfolio, in order to preliminary assess the risk and the correlation profiles of current investments.
As a next step, Valeur reaches directly the specialist teams of the banks with whom it collaborates to discuss the solutions that these can individually offer, in respect of the pre-identified investment guidelines and seeking for the best pricing on a competitive basis.
Since some Institutional Clients may be interested in more sophisticated solutions, Valeur is able to select flagship ideas of each counterpart, therefore offering “world class” and unique solutions to its Clients.
The following stage concerns fine tuning of the investment options with our Clients in order to achieve their investment targets in the most effective and efficient way .
Our contribution, however, does not come to an end once a transaction is closed: in fact, Valeur offers to its Institutional Clients a stable and present Partner, able to monitor and periodically review the investments implemented, and to discuss potential tactical, strategic or value increasing interventions.
Institutional portfolio management
At Valeur our objective is to deal with every Client through an “Instiutional” approach, hence:
- We aim at estabilishing a stable relation, as well as a direct and transparent communication
- We select investment opportunities based on the principle of Absolute Return
- We base our investment process on experience and discipline prerequisites
- We systematically aim for the simplest and most transparent investment options and structures
- We seek for asymmetric returns, aimed at capital preservation
In this respect, we adopt such practices and operating principles, which are the fundamentals of our Value creation in the area of portoflio management.
Based on these principles, Valeur is positioned to offer to its Institutional Clients portfolio management solutions that are absolutely competitive, from an economic and technical perspective. Valeur takes responsibility of managing its Clients’ assets upon either discretionary or semi-discretionary mandates, and in compliance with their individual risk profiles and investment constraints.