Institutional advisory services are aimed at professional investors—such as insurance companies, banks, investment firms, and family offices—to assist with investment management.
Mc Advisory conducts market research and develops investment portfolios based on various scenarios for the evolution of financial markets.

Market Analysis and Benchmarking:

We provide institutions with our quantitative market analysis technologies to help them improve the effectiveness of their ESG and traditional investment products.

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  Asset Allocation Studies and analyses of markets and industrial sectors in terms of risk, return, and sustainability

• Risk Management
  Multifactorial risk analysis of actual portfolios and proposed portfolios

• ESG Integration
  Support for the creation of SFDR Article 8 and 9 management models, pre-contractual materials, and periodic reporting

The services offered can support the management of various types of portfolios:

• Management of the Broker's Property
• asset management
• mutual funds
• pension funds
• private insurance policies
• Separate Funds and Unit-Linked Policies

Services for Financial Advisors:

MC Advisory CSR serves as a research centerfor professionals who directly assist private clients, whether they are independent advisors, financial advisors, or private bankers.

Portfolio-building software, market analysis, and advisory processes are made available to clients, ensuringthat assessmentsare freefrom conflicts of interest and behavioral biases.

MC Advisory CSR usesquantitative portfolio construction and market analysis methodologies—that is, those based on rational and mathematical processes—thereby reducing the risks arising from subjective assessments (behavioral biases) and economic interests that can distort the quality of the financial instruments selected for investment.

Their algorithms can also incorporate sustainability factors, using ESG ratinglogic tailoredto each portfolio, through the “Positive Finance” methodology

In addition to the technical tools developed by its partners over decades of research and management experience, MCSR provides the training and information services necessary to excel in the profession of financial advisor.