Tailored Wealth Management Solutions: ADEX
Interview with Nicoletta Morsut, Conducting Officer @FARAD I.M.
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INTRODUCTION
FARAD I.M. offers specialized asset management services to institutional clients with the support of third-party advisors. Through advisory execution (ADEX), it integrates asset management with consultancy services, providing tailored solutions for high-profile clientele. This approach emphasizes customization, making it ideal for meeting the specific needs of institutional partners' end customers.
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1-WHAT DISTINGUISHING CHARACTERISTICS DOES THIS SERVICE OFFER?
ADEX (Advisory Execution Service), is a unique asset management service tailored to institutional partners. It allows FARAD I.M.’s team to offer high-value expertise by collaborating with external advisors while keeping direct accountability for portfolio management.
ADEX integrates pure asset management with advisory services, providing customized solutions to institutional partners and independent consultants. Its open architecture approach grants access to portfolio management specialists, ensuring tailored solutions for the specific needs of our institutional partners and customers.
2-WHAT IS THE MAIN VALUE ADDED BY FARAD I.M.?
The main value added by FARAD I.M. is an efficient process in a fully compliant framework able to match client's risk profile and investment policy with portfolio proposals and subsequent allocations. FARAD I.M. proposes a solid operational excellence in terms of investment compliance controls, transaction execution and follow up, reporting and transparency.
3-COULD YOU PROVIDE A SUMMARY OF THE INVESTMENT PROCESS MANAGED BY FARAD I.M.?
FARAD I.M. manages the investment process in two phases. Initially, in the contractual phase, FARAD I.M. and the advisor formalize their partnership through a cooperation agreement. The advisor is then officially appointed case by case. In the operational phase, a dedicated operating memorandum outlines the workflow for advice generation, evaluation, and execution. This phase includes pre-trade checks, trade execution and ends with the updates of the allocation. During the entire process, alignment with the client's investment objectives and risk profile is guaranteed.
CONCLUSION
ADEX is a success as it allows advisors to reduce their costs on one side and to remain actively involved in the portfolio allocation construction of their clients on other side. FARAD I.M. has the CSSF license, the operational team, the IT tools & the control functions in place to implement such a process. Thanks to the operational excellence of FARAD I.M. doing this for 15+ years, ADEX ensures alignment with client needs in a fully compliant structure.
By: Nicoletta Morsut, Conducting Officer @FARAD I.M.