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La base d’une gestion de portefeuille professionnelle requiert une bonne organisation et de la discipline. Premyss vous aide à mettre en place un processus de gestion documenté et professionnel, en fonction de la taille de votre entreprise et de votre ADN.

Our Expertise

Governance

The basis for professional portfolio management is good organization and discipline.
Premyss helps you to set up a documented and professional management process, depending on the
size of your company and your DNA.


Premyss's goal is to enable you to achieve good quality risk-adjusted performance, while
strengthening your external and sometimes internal communication.

Governance and discipline for better performances

Definition of the investment policy

  • Objectives & principles

  • Governance

  • Guidelines

  • Investment Universe

  • Monitoring

Implementation of the investment policy

  • Formalization and documentation of the investment policy

  • Definition of profiles

  • Management dashboards

Conduct of the investment policy 

  • Macro and markets analysis

  • Meetings preparation

  • Leading of the investment comittee

  • Decisions formalization

  • Model portfolios

  • Communication and outputs

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