• Independence, quality and tailor made services. The skill you are looking for.
    • Responsability and precision.Solid principles to start with.
    • Advisory and account aggregation services.Services built tailored made for you.
    • About us
    • Our services
    • Our team
    • Contact us
    • ENGLISH
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  • About Us

  • Nummus.Info

    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

  • Our Services

  • A wide range of quality services at our clients disposal.

    • Reporting ESG SRI

      Reporting ESG SRI.

    • Reporting

      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.

    • Support in defining Strategic Asset Allocation

      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.

    • Cash flows estimates

      Estimates of cash flows related to coupons and dividends flows over a specific period of time. The analysis can be managed both at aggregate level and at more specific level, even on a single financial instrument.

  • Quality, efficiency and privacy: these are facts that make us unique.

    • Risk/return analysis

      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.

    • Account Aggregation

      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.

    • Analysis of management costs and fees

      The analysis aims to assess all kind of costs, commissions and fees applied on each portfolio.

    • Best execution analysis

      We can monitor samples of transactions made by your investment manager and check if they comply within the range of acceptable market prices.

  • Have we persuaded you?

    Get in touch with us and test our services!
    CONTACT US
  • Our Team

    • Claudio Kofler
      Chief Executive Officer, CEO

      Claudio Kofler

      Chief Executive Officer, CEO

      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.

    • Erica Cis
      Consultant

      Erica Cis

      Consultant

      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 Consultant since 2013.

    • Erik Holler
      Consultant

      Erik Holler

      Consultant

      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 April 2019.

    • Luca Emanuele Dibiase
      Consultant

      Luca Emanuele Dibiase

      Consultant

      2 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 December 2019.

    • Evelyn Ferrari
      Consultant

      Evelyn Ferrari

      Consultant

      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 January 2020.

    • Nicola Massidda
      Consultant

      Nicola Massidda

      Consultant

      1 year 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 April 2020.

    • Matteo Maspero
      Consultant

      Matteo Maspero

      Consultant

      1 year 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 2021.

      He is Nummus.Info’s Consultant since January 2020.

  • Contact Us

  • Have we persuaded you and do you want to test our services? Fill in the form below.

    Mail Us

  • 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.

    Our Contacts

    • Telefono, Fax & Mail

      Tel +39 0461 039088
      Fax +39 0461 984006
      erica.cis@nummus.info
      nummus.info@legalmail.it

You can trust us
A wide range of quality services at our clients disposal. Quality, efficiency and privacy: these are facts that make us unique.
  • Account Aggregation
  • Risk Reporting
  • Assets Monitoring

Download our presentation in PDF
Contacts
  • Telefono, Fax & Mail

    Tel +39 0461 039088
    Fax +39 0461 984006
    erica.cis@nummus.info
    nummus.info@legalmail.it

Visit us
Our location in Trento (IT) is in the heart of the recently built "Quartiere delle Albere". Our modern and bright offices are easily accessible. From carpark N. 3, just go up on the ground level and follow the indication toward "Viale della Costituzione" in order to reach "Viale Adriano Olivetti". Once you get at the street number 36, on the door phone dial the numbers 2 1 0 4 followed by the red button high on the right.

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