Investment Services
Asset management
Clients entrust their assets to IOR expert managers for them to be managed according to their risk profile and investment objectives. Clients confer asset management mandates related to specific products and investment strategies, whose features and thresholds are indicated by the investors themselves
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Sixteen standard investment lines in Euro and USD that cover the main traditional liquid asset classes, balanced portfolios to meet clients’ different needs and objectives
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Strict investment process and selection of securities consistent with the Social Doctrine of the Church
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Transparent, structured and scalable investment process, aligned with the industry’s best practices, to obtain results consistent with risk/return profiles of the products selected
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Conservative and prudent management approach, without the use of derivatives or illiquid and structured products
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Independent Risk Management to ensure compliance with the Social Doctrine of the Church and the mandated thresholds
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Assessment of appropriateness in respect of the Client’s risk profile and investment objectives
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Periodic, transparent and detailed reporting on individual investments and the Client’s overall portfolio in managed assets and securities custody
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Liquid assets and daily portfolio valuation
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Advantageous management fees
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No entry and exit fees
Securities Custody and Execution Only
IOR makes the investible universe of securities consistent with the Social Doctrine of the Church accessible to any of its Clients who wish to invest autonomously
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Possibility of accessing the list of investible securities selected by the IOR in compliance with the Social Doctrine of the Church
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Assessment of appropriateness in respect of the Client’s risk profile and investment objectives
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Periodic, transparent and detailed reporting on individual investments and the Client’s overall portfolio in managed assets and securities custody
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All-inclusive custody fee with zero trading commissions
Advisory service
The IOR’s financial advisory service is a professional and dedicated service that helps Clients identify investment solutions consistent with their risk profile and investment objectives
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“Tailored” financial advisory services aimed at identifying the appropriate investment solutions through profiling and dedicated interviews
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Regularly monitoring that investments match the Client’s investment objectives
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Regular updates to Clients on market evolution
The IOR does not offer services related to cryptocurrencies or similar financial instruments.
Any initiative that uses the IOR’s name or logo improperly in relation to cryptocurrencies is therefore unauthorised.
