Institutional and asset management mandates
Trust and experience
We offer you the experience gained from managing over 460 institutional clients, but also the attention to detail needed to create unique, customised solutions.
01
VALUE IN DESIGN ↓
Joint design of the investment policy that best suits the company's risk/return requirements.
Definition of eligible investment assets: sovereign debt, corporate, singular assets, convertibles, subordinated, TIER 1, securitisations, supranational organisations, emerging markets, derivatives and ETFs as hedges, etc.
Establishment of compliance limits: average portfolio rating, maximum and minimum percentage by asset group, concentration limits, etc.
Risk levels and portfolio duration parameterisation.
DIFFERENTIAL PORTFOLIO BUILDING STRATEGY ↓
Definition of relevant risk factors: long-term investments, tactical compartment, FRNs, one-off themes, securitisations, interest rate hedges, percentage of liquidity, etc.
Search for assets that best satisfy the mentioned factors.
Exhaustive analysis of return/risk attribution by sub-funds.
Pre-implementation market liquidity situation is checked.
Multi-layer diversification: by risk factors and intra-asset.
Optimisation of overlays that mitigate the risks of the main portfolio core.
02
03
SUSTAINABILITY AND GOVERNANCE ↓
We are increasingly aware that investments must fulfil financial and corporate governance parameters.
Miraltabank's global portfolio scores are parameterised and considered based on objective sustainability criteria: both its own and those of third parties.
Besides, a series of exclusion criteria are followed for investment in specific sectors: gambling, arms, tobacco, etc.
Miraltabank is a signatory to the Principles for Responsible Investment.
GESTORES ASOCIADOS AL PRODUCTO ↓
MORE INFORMATION ↓
Personal information
MiraltaBank
Capital market
All services for all clients
We provide execution services to a wide range of institutional clients: investment funds, banks, insurance companies, mutual insurance companies, hedge funds, family offices, agencies and broker-dealers.
MiraltaBank
Advisory services
We are with you
We provide investment and risk management advisory services to a wide range of institutional clients. An experience that makes us leaders in an increasingly complex market.
Juan Díaz-Jove del Amo
Gestor de Inversiones Renta Variable Comenzó su carrera profesional en Aviva Gestión en 2013, incorporándose más adelante a Rentamarkets como analista de inversiones. Antes de entrar a formar parte de la Gestora era el responsable de inversiones en renta variable para la cuenta propia del Grupo.
Es licenciado en Administración y Dirección de Empresas, especialidad en Finanzas, por la Universidad CEU-San Pablo, con certificación en International Business por la Universidad de Boston (BU). Empezó a estudiar y practicar la Inversión en Valor en 2011.
José María Díaz Vallejo
Gestor de Inversiones Renta Variable
Su carrera profesional empieza en 2008 en Aviva Gestión y desde entonces ha ocupado puestos de analista y de gestor en Magallanes Value Investors, Aviva y Horizon Capital. Empezó a estudiar y practicar la Inversión Valor en 2003.
Es licenciado en Derecho por la UNED y además cuenta con el Master en Mercados Bursátiles y Derivados de la UNED, es experto en Gestión de Carteras con Derivados por el Instituto BME, experto en Gestión de Carteras por el IEB y experto en Valoración de Empresas (Certifi- cación CEVE) por el Instituto Español de Analistas Financieros (IEAF).
