Investment Advisory
A clear investment policy — and the monitoring that keeps it true.
Bisfico helps institutions, foundations and asset owners set an investment and risk policy that fits their legal framework and risk appetite — then monitors the portfolio against it, so exposure and performance stay within the limits the policy sets.
The process
From policy to monitoring, in four steps.
01
Governance
Frame
- Assess the mission, the framework and risk capacity
- Draft the Investment Policy
02
Advisory
Build
- Strategic asset allocation
- Risk projections & ETF selection
- Options compared side by side
03
Steering
Monitor
- Periodic reporting: performance, risk, variances
- Areas for attention flagged
04
Control
Decide
- Forward scenarios: risk, return, trajectory
- Committee-ready briefing material
What you receive
Concrete deliverables at every stage.
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Our role is to inform the decision — independently, with no product to sell.
Bisfico — investment & risk governance
We are at your disposal.
The guidance is analytical and conflict-free — we hold no product and earn nothing from the instruments we recommend.