LUSENTI CONINCO Investment advisory

INDEPENDENCE. CLARITY. EFFICIENCY. DISCIPLINE.

LUSENTI CONINCO Investment Advisory is an independent firm specialising in investment advice for institutional and professional investor in Switzerland and abroad. Formed from the merger of the institutional divisions of Lusenti Partners Sàrl and CONINCO Explorers in finance SA, it combines two complementary areas of expertise to serve pension funds, charitable foundations and other institutional investors.

In an increasingly complex financial environment, our conviction is clear: institutions must be able to rely on genuinely independent advice, fully independent from asset managers, banks and insurance companies. Our mission is to provide a rigorous, clear and actionable analysis of investment issues, enabling decision-makers to take well-founded, informed decisions that are consistent with their long-term commitments.

Our approach combines independent advice, in-depth analysis, implementation expertise and high-quality dialogue. We are committed to understanding each client’s specific constraints, clarifying the issues at stake, structuring decisions and formulating clear, actionable recommendations.

LUSENTI CONINCO draws on the complementary strengths of its two founding firms: CONINCO contributes its expertise in active investment strategies, specialised asset classes, fund manager selection, transactions and comprehensive support for client mandates. Lusenti Partners reinforces this platform with its expertise in index-based and active investment strategies, balanced investment strategies, monitoring and oversight of investment management mandates, as well as ALM studies.

Our ambition is to create tangible added value through an integrated, flexible and independent model, tailored to the needs of each institution, particularly in terms of cost control, net return optimisation, risk management, governance and the level of support provided.

Based in Nyon, with an office in Vevey, LUSENTI CONINCO aims to establish itself as a leading independent provider in institutional investment advisory services for the long term.

Services

INSTITUTIONAL INVESTMENT ADVICE

We support institutional and professional investors in defining, implementing and monitoring their investment policies.

In particular, we offer:

a comprehensive analysis of the institution’s financial position and assets
the definition or review of investment strategy
assessment of risk tolerance and institutional constraints
support for boards of trustees, investment committees and senior management
the preparation of independent and well-documented recommendations
coordination between the various parties involved in the investment process

ALM STUDIES AND STRATEGIC ASSET ALLOCATION

ALM studies establish a rigorous link between an institution’s liabilities and its investment strategy.

In particular, we offer:

asset-liability management analysis
assessment of the required long-term return
analysis of changes in the coverage ratio
modelling of financial scenarios
the definition of an appropriate strategic asset allocation
the integration of risk, liquidity and governance constraints

PORTFOLIO CONSTRUCTION AND IMPLEMENTATION

We help our clients translate their investment strategy into an operational asset allocation, balancing net returns, diversification, risk management and cost efficiency.

In particular, we offer:

the construction of diversified portfolios
analysis of asset classes and sub-classes
the definition of tactical ranges
the integration of index-based and actively managed investments, balanced strategies and specialised investments
assessment of the risk-return profile
cost control and implementation efficiency

FUND AND MANAGER SELECTION

The selection of funds and fund managers is a key component of the quality of an investment strategy.

In particular, we offer:

the identification and assessment of fund managers
selection of listed and unlisted funds
analysis of investment processes
assessment of performance and risks
assessment of fees, liquidity and transparency
ongoing monitoring of investment management mandates and selected solutions

SPECIALISED ASSET CLASSES AND TRANSACTIONS

We support our clients in analysing specialised asset classes and implementing more complex solutions, where these are suited to their objectives and governance framework.

In particular, we offer:

analysis of traditional and specialised asset classes
assessment of complex investment solutions
support throughout the transaction process
analysis of the alignment of the proposed solution with the associated risks and the institution’s objectives
the gradual integration of specific solutions into an overall asset allocation

INVESTMENT MONITORING, REPORTING AND RISK CONTROL

Investment monitoring helps ensure consistency between the defined strategy, its implementation and the results achieved.

In particular, we offer:

regular oversight of investment management
consolidated portfolio monitoring
analysis of absolute and relative performance
monitoring of risks and deviations from target allocations
monitoring of compliance with investment guidelines
summary reports tailored to governance bodies
market commentary and recommendations for adjustments

GOVERNANCE, INDEPENDENCE AND SUPPORT FOR GOVERNANCE BODIES

We act as an independent external investment expert to enhance the quality of decision-making processes.

In particular, we offer:

support for foundation boards and investment committees
the structuring of decision-making processes
clarifying stakeholder roles and responsibilities
strengthening the control framework
preparing meetings and decision-making documents
support for the implementation of good governance practices

SUSTAINABILITY AND RESPONSIBLE INVESTMENT

Where clients wish, we assist them in defining and implementing a sustainable approach tailored to their profile, financial objectives and institutional constraints.

In particular, we offer:

the definition of an ESG strategy and responsible investment policy
the integration of ESG criteria into portfolios
analysing sustainable or impact investment solutions
assessing fund managers from a sustainability perspective
monitoring alignment between ESG objectives and actual implementation
documenting investment decisions and their rationale for the relevant governing bodies

TRAINING, COMMUNICATION AND SHARING OF EXPERTISE

We place great importance on knowledge transfer and on ensuring a sound understanding of financial, regulatory, strategic and operational issues.

In particular, we offer: