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