Even though we believe in our people, at Hexagone Conseil, we look at all investment resources we advise two, three... ten times.
Even though we believe in our people, at Hexagone Conseil, we look at all investment resources we advise two, three... ten times.
Consultants don’t sell
We advise. All advice, but only advice. We don’t market resources and have no exclusive rights, even within the Hexagone Group.
We advise. All advice, but only advice. We don’t market resources and have no exclusive rights, even within the Hexagone Group.
We invest in our relations
For us, human relations, listening, dialogue and close relationships are excellent investments. We owe our success and our clients’ trust to them.
For us, human relations, listening, dialogue and close relationships are excellent investments. We owe our success and our clients’ trust to them.
Hexagone Conseil accompanies institutional investors throughout the process of managing their placement portfolios. Or rather each institutional investor in accordance with their own circumstances, risk appetites and constraints: to be clear, we haven’t found any better way to advise you than getting to know you well. And there’s no better guarantee than transparency to prove our complete impartiality towards all resources.
For us, the most important thing is to guide you towards the results you’re expecting.
The difference Hexagone Conseil
Pure player
Nothing more than advice. We have no resources to sell. That’s the very reason why we separated our consulting division from our brokerage division. What we offer, and what you pay for, is our time, our knowledge, our experience and our ability to anticipate.
And that’s a good thing, because that’s what you’re looking for.
Intelligence
As far as observation and analysis, of course.
Every day, we double down on our watch-out efforts: market trends and placements as well as very sharp regulatory monitoring to anticipate changes and their impact on your investments whether you’re a social welfare organization, a foundation or a company.
Personalities
Experience, convictions and intuition are at the heart of what we do.
It’s the human dimension that in and of itself allows us to create custom solutions.
And if we’ve developed powerful decision-making tools to help speed up and enhance our work, it’s our responsibility as men and women who create our value and increase yours.
ESG
Environmental, social and governance commitments guided the firm’s foundation and are fully integrated in our organization. Beyond its own circle, Hexagone Conseil has spread their application to the actual practices used in this business. In fact, ESG aspects are fundamental elements of fund analyses and are mentioned in all transparent reporting to be able to make homogeneous, global assessments.
Hexagone Conseil accompanies institutional investors through the entire lifecycle of their portfolio from the constitution thereof to follow-up and daily control. Please know that, for us, guiding also means sharing knowledge.
Auditing
We chart your investments, identify your specific needs and design paths to improvement.
Performance/risk-based portfolio analysis
Regulatory compliance verification
Procedural and governance auditing
Asset allocation
It’s an ultra-personalized construction mission for us designed to produce stable and regular returns all while being able to adjust to the evolution of the financial markets.
The establishment of a general investment policy that perfectly meets internal requirements (reporting justifications, risk appetite) and external requirements (regulations)
The definition of strategic allocation to optimize the return/risk balance
Tactical portfolio steering following market anticipations
Investment resource selection
We work with the same rigor and same precision on all types of assets to offer resources that can generate the highest added value – within your expectations. Our regular contacts with management firms, banks and insurance companies guarantee access to the most extensive panel of investments for this very purpose.
By combining quantitative and qualitative analysis, these are some of the products that can be offered to institutional investors: Collective investment undertakings, bank or insurance products (deposits or term accounts, savings accounts, capitalization contracts), real estate products (SCPI – civil property placement companies, OPCI – collective investment vehicles or OPPCI – professional real estate investment vehicles), unlisted funds (private debt, infrastructure, private equity)
In the area of dedicated management, lender selection (management firms, banks, insurance companies…): from assistance writing specifications to the implementation of legal documents
Investment tracking and monitoring
At your side, we define the most significant performance and risk criteria for you. This is an essential step to ensuring tracking that is in line with your goals and advising you usefully in a constantly evolving context.
The implementation of custom financial reporting
Management office control
Guidance on monitoring regulatory ratios
Traditional follow-up or detailed breakdowns using our dedicated tool
Knowledge sharing
The more we share common knowledge of the markets and regulations, the more our exchanges will be productive and our decisions, useful. That’s why we wish to share all the financial and regulatory notions we believe are at the core of institutional investing.
Informative interventions during Finance Committee and/or Board of Directors meetings
Adapted and specific training on issues linked to portfolio steering
Hexagone Conseil in figures
key figures
2016
Year of creation
4
Consultants, 2 of whom are partners with renowned expertise
