After the severe turmoil experienced by the capital markets in general and by the subordinated, convertible or perpetual securities in particular, many portfolios invested in these asset-classes are now sub-optimally invested, while the time and the expertise to be dedicated for improving the performance are often lacking.
The proposed advisory strategy will focus on optimizing the expected return on the portfolio through investment opportunities yielding above similar bonds, with:
- Accounting, ALM and P&L-friendly investments;
- Strong issuers;
- Intrinsic structural strength of the bonds or attractiveness linked to specific situations.
Navagne proposes to bring its in-depth technical expertise, its strong contacts with issuers, regulators & investors and a careful monitoring of the portfolios to allow achieving high quality returns.