Best asset manager

  1. Best asset manager

BANOR SIM

BEST ASSET MANAGER

Banor SIM wins second place in the “Best Asset Manager” ranking produced by Istituto Tedesco Qualità e Finanza

Italy Benchmark
Best Asset Manager

The analysis was conducted by Istituto Tedesco Qualità e Finanza in collaboration with Institut für Vermögensaufbau (an asset management house based in Munich), both of which operate independently of banking institutions. The two institutes assessed participants by assigning a score on three separate areas: “Organisation and Transparency”, “Client Advice and Guidance” and “Portfolio Quality”.

Banor SIM was judged Best Asset Manager in the “Portfolio Quality” category.

AWARD’S CHART

COMPANY CORE BUSINESS ORGANISATION AND TRANSPARENCY CLIENT ADVICE AND GUIDANCE PORTFOLIO QUALITY SCORE
(0-100)
CORDUSIO Boutique Asset Manager, SGR or SIM 100 100 91 97
BANOR Boutique Asset Manager, SGR or SIM 92 96 100 96
CASSA LOMBARDA Italian Bank specialised in Private Banking 90 78 91 87
UBI PRAMERICA Boutique Asset Manager, SGR or SIM 78 85 91 85
BANCA ALETTI Italian Bank specialised in Private Banking 75 89 73 79

Source: The Istituto Tedesco Qualità e Finanza and “Institut für Vermögensaufbau” on data provided by the participating companies. The table shows only the “Best asset managers” who have exceeded the assessment threshold.

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.

For more information click here.

Results

We are especially proud to be, in essence, the ‘Best Asset Manager’ if you take our independence into consideration.

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.