Fiduciary management is an investment governance solution, by which pension funds delegate their investment function to a specialized investment firm i.e. the fiduciary manager.
The fiduciary manager acts as an external, delegated Chief Investment Officer. He is a long-term partner to the fund, responsible for its entire investment function.
The BoD of the Fund sets the strategic objectives and assigns to the fiduciary manager the role of translating these objectives into specific risk-return targets, setting the appropriate investment mandates and executing all the investment decisions of the Investment Committee. In addition, the fiduciary manager is mandated to supervise and coordinate all the investment advisors and asset managers, acting solely for the long term benefit of the fund.
The fiduciary manager constitutes the closest advisor to the BoD, adopts a holistic investment approach and contributes to the good governance of the fund.
His duties include:
- Contribution to asset/liability studies
- Strategic asset allocation
- Tactical asset allocation
- Selection, monitoring and evaluation of the asset managers
- Portfolios’ consolidation and monitoring of the total portfolio
- Performance analysis and risk management
Iolcus Investment Services & Wealth Management
Discretionary Portfolio Management
Discretionary portfolio management requires consistency, discipline and accountability. We design our investment proposal, based on your financial needs and expectations, on the return target, on the level of your risk tolerance and on a tax optimization plan for your assets.
Investment Advisory
Investment Advisory requires a disciplined advisory methodology / process, based on well planned and agreed risk and return targets.
Multi Family Office
All around the world, ultra-wealthy families, are seeking the optimal way to professionally manage their assets. They do so aiming to not only preserve and grow their fortunes, but also to smoothen the transition to the next generation.
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