Services
RinascimentoSCF provides financial advisory services to financial institutions, public entities, pension funds, banking foundations, family offices, companies, and individuals.
The prerequisite of our service is to understand each client’s financial goals to recommend the most suitable instruments according to shared risk/return objectives.
The work methodology adopted follows these operational steps:
Analysis of the regulatory context, specific guidelines, and objectives for each type of client
A thorough understanding of the regulatory framework, investment guidelines (where applicable), and/or return expectations and risk tolerance forms the basis of our study.
Analysis of the initial Asset Allocation and related Portfolio Risk
A detailed analysis is conducted on the portfolio composition, including exposure to market, liquidity, concentration, credit, and counterparty risks. A sensitivity analysis is also performed to evaluate how the portfolio’s performance reacts to changes in risk factors (interest rates, exchange rates, stock prices, inflation, etc.) and in distressed market conditions.
Development and Proposal of Strategies/Financial Instruments to improve the portfolio's efficiency frontier
Based on the analysis, a fully tailor-made Financial Proposal is developed to enhance the Risk/Return Profile and the overall efficiency frontier of the portfolio. For corporate clients, we support in defining appropriate investment objectives and optimizing treasury management.
Help during the investment phase
Help during the investment phase
Ongoing consolidation of the Financial Strategy and Financial Education
Rinasciamento SCF offers sophisticated monitoring services to evaluate the performance of all financial instruments in the portfolio, suggesting appropriate adjustments if the asset allocation deviates from the client’s stated objectives.
Analysis of the regulatory context, specific guidelines, and objectives for each type of client
A thorough understanding of the regulatory framework, investment guidelines (where applicable), and/or return expectations and risk tolerance forms the basis of our study.
Analysis of the initial Asset Allocation and related Portfolio Risk
A detailed analysis is conducted on the portfolio composition, including exposure to market, liquidity, concentration, credit, and counterparty risks. A sensitivity analysis is also performed to evaluate how the portfolio’s performance reacts to changes in risk factors (interest rates, exchange rates, stock prices, inflation, etc.) and in distressed market conditions.
Development and Proposal of Strategies/Financial Instruments to improve the portfolio's efficiency frontier
Based on the analysis, a fully tailor-made Financial Proposal is developed to enhance the Risk/Return Profile and the overall efficiency frontier of the portfolio. For corporate clients, we support in defining appropriate investment objectives and optimizing treasury management.
Help during the investment phase
Support is provided during the subscription phase of non-standard financial instruments, tailored to optimize the return on specific asset classes or to hedge market risks.
Ongoing consolidation of the Financial Strategy and Financial Education
Rinasciamento SCF offers sophisticated monitoring services to evaluate the performance of all financial instruments in the portfolio, suggesting appropriate adjustments if the asset allocation deviates from the client’s stated objectives.
At the core of our approach lies strict discipline, an in-depth analysis of the financial and macroeconomic context, supported by access to the Market Outlooks of the main market players, continuous updates and study of tools and strategies capable of generating Alpha and optimizing the Risk/Return ratio of each investment, and ongoing monitoring using cutting-edge technologies.