Advisory

Intermonte know-how for active fund management

Intermonte Advisory and Management: a team of experienced and professional fund managers actively offers their expertise through various products and services:

Specialised mandates for institutional clients: mandates for management of SICAVs and funds featuring strategies typically focused on eurozone/Italian equity or corporate bonds.
Wealth management, bespoke management mandates: management of funds with differing risk profiles for professional private investors or institutions
Specialised private banking/financial promoters (private banking, financial promoter networks, treasury, asset management) via our customised consultancy services: these include reports on international markets (dealing with forex, commodities, rates and equity markets, with treatment of matters of particular import and impact for markets); Support for portfolio analysis; reworking of investment ideas for more commercial purposes, aimed at non-institutional clientele; market pointers and strategies to employ; focus on ESG

Among the main publications and periodical strategy products available on the Websim platform are:

Italian portfolio: a model equity portfolio with a focus on the Italian market
Model portfolios: multi-asset portfolios built on different risk profiles (low, medium-high), mainly using ETFs, certificates and individual bonds (retail denomination)
Bond portfolio: model portfolio published monthly, consisting of individual bonds (retail denomination) and bond ETFs
"Caffè con Cesarano": bi-weekly commentary by Intermonte's Macro Strategist in the form of a podcast, and real-time reporting (via dedicated channel),
Week in Charts: weekly document of analysis and commentary on the main market catalysts, explained from charts
ETF Box: monthly strategy document, outlining the Macro Strategist's outlook through an asset allocation in ETFs