Monitoring your assets
Nummus.Info SpA provides advisory and account aggregation services in Italy. Absolutely unique for its independence, quality and customizable services: our professionals can boast several years of experience.
The ideal business partner for investors who are looking for higher privacy and discretion standards.
– Account Aggregation
– Risk Reporting
– Assets Monitoring
A wide range of quality services at our clients disposal.
Nummus.Info is the official certifying entity of portfolios compliant with the guidelines issued by the Italian Bishops’ Conference. After an accurate analysis and a detailed breakdown of the portfolio, the Certification is releasein case of compliance with the filter dedicated to Catholic criteria.
Reporting ESG SRI.
Portfolio positioning, performance attribution and attribution. In depth market risk analysis via “look through” techniques on a range of about 189.000 funds and risk indicators even on financial instrument.
We produce a professional paper in supporting the definition of the Strategic Asset Allocation enhancing efficiency of the portfolio’s management. The model we use is based upon the Garch Multivariate and Black Littermann models.
Quality, efficiency and privacy: these are facts that make us unique.
Nummus supports its clients with a consultancy service in order to make it compliant with the requests of the EU Regulation 2088/2019 on transparency on sustainability in the financial services sector.
The goal of the analysis is to show how much the portfolio is paying off risk. All kind of indicators are available by Nummus.Info, from the more traditional ones to the most innovative.
Complete portfolio analysis with a wide coverage of accounts that includes all mandates/investments providing a holistic view of clients assets and facilitating more informed financial guidance.
The analysis aims to assess all kind of costs, commissions and fees applied on each portfolio.
20 years’ experience as Risk Manager
Graduate in Economics and post-graduate Master in Finance at University of Brescia (IT). His professional career started in 2001 as quantitative analyst in Capitalgest SGR where afterwards, in 2003, has built up the Risk Management Office of the same company.
From 2008 until 2012 has been in charge of the Risk Management Office of PensPlan Invest SGR.
He is Nummus.Info’s CEO since 2020.
15 years’ experience as Risk Manager
Graduate with honors in Finance and Economics in 2008 at University of Trento (IT), she has been working in PensPlan Invest SGR form 2007 until 2013.
In 2013 was Head of Risk Management of PensPlan Invest SGR.
She is Nummus.Info’s COO since 2020.
3 years’ experience as Risk Manager
He graduated in bachelor’s degree in Economics and Business Administration at the University of Trento (IT) in 2016 and then he graduated in master’s degree in Finance at the University of Trento (IT) in 2019.
He is Nummus.Info’s Consultant since 2019.
3 years’ experience as Risk Manager
He graduated in bachelor’s degree in Economics at University of Foggia (IT) in 2017.
Currently graduating in Finance at University of Trento (IT).
He is Nummus.Info’s Consultant since 2019.
2 years’ experience as Risk Manager
She graduated in bachelor’s degree in Economics and Business Administration at University of Trento in 2017 and then she graduated in master’s degree in Finance at the University of Trento in 2021.
She is Nummus.Info’s Consultant since 2020.
2 years’ of experience as Risk Manager
He graduated in bachelor’s degree in Economics and Business Administration at University of Cagliari (IT) in 2017.
Currently graduating in Finance at University of Trento (IT).
He is Nummus.Info’s Consultant since 2020.
2 years’ experience as Risk Manager
He graduated in bachelor’s degree in Economics for banks, insurance and financial intermediaries at University of Milano-Bicocca in 2017 and then he graduated in master’s degree in Finance at the University of Trento in 2020.
He is Nummus.Info’s Consultant since 2020.
1 year experience as Risk Manager
She graduated in bachelor’s degree in Economics and Business Administration at University of Trento (IT) in 2019.
Currently graduating in Finance at University of Trento (IT).
She is Nummus.Info’s Consultant since 2021
1 month of experience as Risk Manager
He graduated in bachelor’s degree in Economics and Business Administration at University of Verona (IT) in 2018.
Currently graduating in Finance at University of Trento (IT).
He is Nummus.Info’s Consultant since July 2022.
Have we persuaded you and do you want to test our services? Fill in the form below.
Do you prefer to talk to us personally? Please do not hesitate and visit us in the new and pleasant “Quartiere delle Albere” here in Trento.