Management and Advisory:
added value that sets us apart

Our proven management experience, knowledge of operational issues and diversification of investment styles enable us to provide a wide range of services based on an established investment process. By accessing the research produced by the major international Asset Managers, also in ​​consultancy field, we have the opportunity to address the most relevant issues.

JCI Capital's Asset Management division combines quantitative analysis with fundamental research to deliver superior risk-adjusted returns. Our investment team leverages sophisticated portfolio construction techniques, rigorous risk management frameworks, and continuous market monitoring to identify opportunities across global equity, fixed income, and alternative asset classes.

We offer comprehensive wealth management services tailored to high-net-worth individuals, family offices, and institutional investors. Our approach emphasizes capital preservation, long-term value creation, and alignment with client objectives. Through strategic asset allocation and active portfolio management, we help clients navigate market volatility while pursuing their investment goals.

Our institutional advisory services provide corporate clients and financial institutions with expert guidance on investment strategy, portfolio optimization, and risk management. We work closely with clients to understand their specific requirements, regulatory constraints, and performance objectives, delivering customized solutions that address their unique challenges.

JCI Capital Sicav

Our offer is based on highly customised management mandates, along with specific management styles developed with products distributed through collective investment vehicles. The investment process involves a top-down phase based on the elaboration of macroeconomic and quantitative research scenarios, and a bottom-up analysis of individual investment ideas using fundamental criteria.

 

The Systematic approach

The portfolio optimization, the risk management, the continuous monitoring of the positions on the market and the performance attribution complete the systematic process. By adopting quantitative models we define the optimal Asset Allocation according to three macro variables: the expected return, the risk appetite and the investment time horizon.