investment initiatives

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In the area of investment consulting, IVA One offers professional and innovative services for institutional and private investors. Our senior partners work closely with their clients to form a strategy and develop a long-term working relationship.
With over 45 years of combined experience, we work with each and every one of our clients to create
customized portfolios, actively monitor and assess our clients’ investments as their financial objectives
evolve or change over time. At IVA One, our investment experts:

  •  Provide services as external investment expert in all aspects of asset investment and
    management. For many of our clients we attend the meetings of the investment committee in an
    advisory capacity.
  •  Provide quantitative and qualitative research, analysis as useful tools for determining investment success,
    identifying risks and calculating performance for a desired rate of return (ROI). In addition, as part
    of our sophisticated performance analyses we offer different style analyses and performance
  •  Our independent assessment entails analyzing investment vehicles, funds, asset management (due diligence).