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I fattori alla base dell’efficienza operativa

 

Factors of operational efficiencies

Sfide

 

  • Esecuzione tempestiva delle decisioni di investimento
  • Accesso agli investimenti alternativi e al private market
  • Soluzioni di consulenza innovative
  • Dimensioni che consentono di ridurre spese e costi operativi e amministrativi
  • Tempo, risorse e budget dedicati alla gestione degli investimenti. Competenze e professionalità interne

Il tempo, le risorse e le competenze non possono essere sprecati, soprattutto nei periodi di stress, ma un’errata gestione dei costi e dei rischi può penalizzare rapidamente la performance complessiva del portafoglio e compromettere il raggiungimento dell’obiettivo. 

 

Collaborare con un consulente che può fare leva sulle sue  risorse operative e competenze potrebbe migliorare significativamente l’efficienza e ridurre il rischio di non vedere realizzati gli obiettivi. L’accesso a ricerche specializzate permette di assumere decisioni di investimento informate, cogliere opportunità riducendo allo stesso tempo i costi, stabilire un ordine di priorità nelle singole decisioni da adottare e costruire un portafoglio resiliente attraverso una corretta governance.

Luca De Biasi, Wealth Buisness Leader di Mercer Italia, spiega i motivi per cui è vantaggioso avvalersi di una piattaforma di investimenti dedicata e l'importanza di implementare una governance migliore quanto prima.



Realizzare l’efficienza operativa


Do your research

Ricerche aggiornate

 

Per assicurare l’efficienza operativa è fondamentale avere accesso alle ultime informazioni, tendenze, analisi e ricerche sui gestori. Mercer mette a tua disposizione i dati più aggiornati attraverso il nostro team di ricerca globale sugli investimenti e la nostra piattaforma di ricerca sui manager MercerInsight®

Get some advice

Servizio di consulenza

 

I consigli di un professionista possono essere utili per decidere qual è il modo migliore per convertire informazioni e dati in risultati concreti. Mercer fornisce consulenza sulla strategia di investimento, la selezione e il monitoraggio delle società di gestione, l’asset allocation, l’investimento socialmente responsabile e la gestione dei rischi.





I nostri professionisti 


Luca De Biasi

Luca De Biasi

Italy Wealth Business Leader

 

Luca De Biasi è Wealth Business Leader e membro del Comitato Esecutivo di Mercer Italia. Come tale è responsabile delle linee di business Investments, Retirement e People Tax & Labor per Mercer Italia. È inoltre specializzato nelle tematiche afferenti l’asset management quali: governance processo di investimento e controllo del rischio, ESG, Asset allocation strategica e selezione dei gestori. Luca ha maturato un'esperienza pluriennale nel settore finanziario operando in contesti internazionali e ricoprendo ruoli di importanza strategica.

 

Sabrina Ferrata

Sabrina Ferrata

Institutional Business Development Manager

 

Sabrina Ferrata è Institutional Business Development Senior Manager e Principal nell’area Wealth. Prima dell’ingresso in Mercer Italia, Sabrina ha ricoperto un ruolo analogo in uno dei principali asset manager attivi, e precedentemente ha maturato esperienze nello sviluppo e della gestione dei rapporti con la clientela istituzionale in ruoli di Sales di crescente complessità.

 



Contatta Mercer Italia

Per contattare Mercer Italia compili il form oppure scriva a mercer.italy@mercer.com

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