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.
