Mutual funds

If you are a responsable for mutual funds, a mutual fund trustee, on a board of trustees, or investment committee, you need a realistic and practical asset management advisor to help you achieve your goal to offer competitive products and solid investment performance. You do not want to be unpleasantly surprised by disappointing underperformance that affects your clientele.

Underperformance, negative returns in stock markets and declining interest rates can be partially mitigated through sound planning of your investments and disciplined monitoring of management delegations.

Pensul's investment solutions balance, for each fund of your fund family:

• capital preservation
• regular income
• long-term capital growth,

while keeping an eye on your competitors in the industry. These solutions optimize your fund's performance relative to the objectives that have been established.

Our continuous research provides clients with insight into the best management teams available in the industry and the most suitable investment mandates or placement products to meet your objectives. In addition to our manager selection activities, we host more than 100 meetings with asset managers per year.

Implementation

Pensul will assist you in planning and implementing an efficient asset management structure.

• The determination of acceptable risk and its control take priority. We achieve this through:
  • a liability-adjusted investment policy
  • the structure of asset management mandates
  • the choice of portfolio management styles
  All of these help maintain risks at an acceptable level while supporting your clients' growth objectives.
• The productivity of the management fees you incur should also be optimized. Savings are generated by implementing such an optimization strategy.
• Your informed choices therefore contribute to robust returns over the long term.

Controlling performance

Pensul effectively monitors management mandates by, among other approaches, measuring portfolios on a quarterly basis and providing you with a risk and return analysis and a comparison of your competitors' products.

And you?

Are you seeking the support of an expert and practical partner to help you reach your goals - an advisor who maintains its independence and loyalty with full respect for your governance?

Testimonials

Our clients have their say.