The analysis, led by the Istituto Tedesco Qualità e Finanza in collaboration with the Munich-based Institut für Vermögensaufbau, both agencies independent to banking institutions, evaluated participants by assigning them a score in four different areas: “Organisation”, “Customer Orientation”, “Portfolio Quality” and “Transparency”.

Valuation Criteria

Adequate and customer-oriented quality structures and systems.

The proportion between return and risk of the proposed portfolio and the reactions of the same to stressful situations.

The suitability of the instruments proposed for the portfolio’s strategic objectives

The alignment of costs with those practiced by the market and transparency.

The Istituto Tedesco Qualità e Finanza is a leading European survey and quality seal firm. Each year it analyses products and services in different economic sectors and taps in to consumers’ opinions to provide them with an instrument to recognise which firms best meet their needs.

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The constant commitment to pursuing the excellence has led us to be included among the “Best Italian Asset Managers 2022” for the fourth time in row and in the new “Best Italian Green Asset Managers 2022” ranking.

All of the team at Banor SIM is very pleased with this important recognition. It rewards the quality of our service and the great care we take in selecting the instruments and securities that we use to build clients’ portfolios. We especially thank our customers and all those who have trusted us since the beginning, allowing Banor SIM to achieve this important milestone.