The private equity consulting service offered by our experts consists in the analysis of one’s assets (both real and personal property), where the analysis is performed with a view to assessing the compatibility between the investments made and the ethical impact of the same. To wit, the analysis will focus on identifying ESG (environmental, social and corporate governance) tools, that is, the three key factors that measure the sustainability and ethical impact of an investment.

Moreover, the asset analysis for personal property will include:
Income analysis (as against a given benchmark).
Analysis of the volatility of individual instruments and the current portfolio taken as a whole.
Analysis of the portfolio’s diversification.
Risk/return analysis using the indices: sharp index.
Assessment of the maximum potential loss associated with the investments made.