In a context of profound change in both demand and supply, where diversification and knowledge become fundamental tiles, we place ourselves alongside institutional investors and companies with tailor-made solutions based on proprietary quantitative tools and technologies.
Many private banks manage money with obsolete logic or by de facto leaving the choice of the investment profile to the customer.
In fact, we are witnessing a progressive change in demand that requires a (necessary) change in supply. In summary:
- assets need to be much more diversified for overall wealth to be preserved;
- how to provide holistic and tailored investment solutions is a need-to-know;
- the absence of conflict of interest is the key: common objectives, transparency in commissions;
- selection of asset managers with significant track records.
MRM is a leader in solutions related to Total Return strategies, based on award-winning proprietary algorithms and used for years by major institutional investors mainly in two areas:
Leading companies in their own sector, whose core business is not in the financial sector
Some of the major credit institutions in northern Italy
- Optimization of business investment management
- Selection of the best financial (and non-financial) instruments to manage company liquidity, taking into account both costs and the risk / return ratio
- Custom investment solutions
- Consultancy on the asset allocation process in all its dynamics (advisory on funds and management lines, risk management, etc.)
- Design and development of a monitoring and reporting system
- Advisory in the selection and evaluation of instruments
- Implementation of portfolio and investment strategies with the best possible tools
- Evaluation of derivative and structured instruments and assets
Leading companies in their own sector, whose core business is not in the financial sector
- Optimization of business investment management
- Selection of the best financial (and non-financial) instruments to manage company liquidity, taking into account both costs and the risk / return ratio
- Custom investment solutions
Some of the major credit institutions in northern Italy
- Consultancy on the asset allocation process in all its dynamics (advisory on funds and management lines, risk management, etc.)
- Design and development of a monitoring and reporting system
- Advisory in the selection and evaluation of instruments
- Implementation of portfolio and investment strategies with the best possible tools
- Evaluation of derivative and structured instruments and assets