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DirectoryFinance & InsuranceExternal Asset ManagementGenevaCB Institutionnel Sàrl
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CB Institutionnel Sàrl

Summary

About the company

The core activity of CB Institutionnel is to provide consulting services in the field of investment management for institutional clients, particularly pension funds and foundations. This includes the development of investment strategies, portfolio management and risk management. The company also offers asset management services to enable its clients to achieve regular returns while minimizing risks.

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Offering

Products & services

Industry:External Asset Management
✓ Offered5
Investment advice
Investment advice for institutional clients, with strategy, strategic and tactical allocations, selection of managers and products, supervision and financial and sustainable reporting.
Management solutions
Management solutions for institutional portfolios, incorporating performance, sustainability, responsibility, risk management, cost reduction and reproducible investment processes.
Investment process (CB DAP)
CB DAP tactical allocation process to define an investment grid, with strategic allocation, modelling, selection of investments, supervision, consolidation and management reporting.
Portfolio reporting and supervision
Portfolio supervision, allocation, duration, credit and diversification controls, performance tracking, cost measurement and financial and sustainable reporting.
Selection of investments and managers
Selection of managers and investment vehicles, choice of asset classes, optional integration of ESG criteria and optimisation of portfolio construction.
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Location

Rue Agasse 45
1208 Geneva

At a glance

Legal form
Limited Liability Company
UID
CHE-169.938.891
Founded
2018 · 8 years
Last commercial register change
May 12, 2020
Employees
1 to 10

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