ANNEAU–GESTIONS · Institutional solutions

Institutional Investment Management

Institutional objectives translated into a clearly defined investment mandate.

Purpose before portfolio

Begin with the institution.

Every institution has its own purpose for its capital. Time horizon, liquidity requirements, capacity for loss and governance responsibilities should shape the investment mandate.

The proposed management framework brings these requirements together before selecting investments. Portfolio decisions, monitoring and reporting are then assessed against that agreed framework.

From purpose to implementation

A connected investment process.

Define

Establish the objectives, constraints, responsibilities and reporting requirements.

Construct

Consider the portfolio as a whole, with investment choices assessed against the agreed framework.

Review

Monitor the portfolio in relation to its objectives, risks and limits; review when circumstances change.

Availability and scope must be confirmed against ANNEAU–GESTIONS’ permissions and the relevant mandate. Investments can fall as well as rise in value; no outcome is guaranteed.

Explore further

Part of a wider framework.

Read the shared investment approach and consider the other proposed institutional solutions.

For institutional investment advisory or portfolio management under a separate mandate, visit ANNEAU Institutions ↗.

Our investment approach