CHARITIES / FOUNDATIONS
Our consultants accompany more than 30 associations in their investment strategies. A committed and recognized actor, we take part in the national forum of charities and foundations on financial subjects every year.
We are at your side to:
You want to diversify your investments in new asset classes but do not have sufficient teams in-house to do it alone.
You want an external and independent view on managing the liquidity of your long-term investments
Our clientele consists mainly of Single Family Office, around which we seek to establish a true eco-system over the long term.
We work at the heart of families with a recognized technical expertise in asset management.
Match your strategy with your investment horizon
Investors often think that they do not have the ability to invest in strategies because they are too long for them. By showing them how the performance of private equity funds, private debt, infrastructure, and in particular life-cycle distributions and returns, is constructed, we regularly enact a re-allocation on these strategies and thus significantly increase the risk-return of the portfolios.
The stakes are multiple for the companies that we accompany but the latter often have a common trait: the low remuneration on the short-term products and the absence of solutions proposed by the traditional partners.
Outsourcing your termination benefits.
As a tool for managing cash flow and commitments, IFCs were outsourced mainly to European funds of insurance companies. Nowadays, it is necessary to add Ucs to be eligible and to increase yields. We intervene to make the image perfectly adapted to your liabilities.
Savings solutions optimized for your employees
The changes in the Macron law make it possible to significantly optimize the equity pockets of your pension funds or to expose PERCO to long-term assets. It is therefore necessary to integrate them as quickly as possible to the benefit of employees and thus to review the management grids.
OUR CLIENTS SPEAK OF US
I chose Cedrus for their proximity, their responsiveness and their ability to offer me innovative investment solutions perfectly suited to my portfolio.
Cedrus provides investment advice tailored to the management constraints of our structure and is a good support for financial product proposals that meet our selection criteria.
We selected Cedrus Partners to advise us on our asset allocation. We appreciate the help of Cedrus for their knowledge of the markets and the actors and more particularly for their work of analysis, audit and selection.