Delegated Investment Services
OVERVIEW
A unit within CRESCENDO GROUP serving institutional clients and independent managers seeking to enhance or delegate part or the entire investment services offered to their clients.
The Delegated Investment Services (DIS) unit has the objective of facilitating the extension of the group’s expertise to selected partners in a “plug and play” approach. The level of integration to the platform is highly flexible.
“Outsourcing financial services gives you access to talent, without the expense of hiring in-house”
_____Douglas Kalen, Co-Founder CRESCENDO GROUP
Dedicated Team
Portfolio Management System
Digital Tools
PHILOSOPHY
Through the years we have built strong relationships with a select number of financial institutions and independent managers. Each of those partners is unique in their needs and have all contributed to enhance the set of services and processes we offer today.
We stress the importance of a well-managed onboarding process as well as the communication framework throughout the life of the relationship as it is determinant of the quality delivered to the final client.
Investment Committee Process
- Market Monitoring
- Investment Selection
- Asset Allocation
- Investment Office Library
Portfolio Management
- Discretionary portfolio Management
- Wealth Management Reporting
- Investment Advisory
Asset management
- Product Structuration
- Investment Management
- Private Market Expertise
- White Labeling
VALUE PROPOSITION
Our partners can benefit from:
- Focusing on client relation
- Turn-key solution
- Instant access to proven track record
- Dedicated global experienced team and resources
- Avoiding heavy investments in in-house solutions