Your portfolio, to your mandate.

Portfolio analysis against your mandate

Serra analyses the whole portfolio against a written mandate: objectives, constraints, risk, and governance. We flag what needs a decision and prepare what your team needs to decide. You execute and keep custody. Serra is non-discretionary: it holds no custody, executes no orders and manages no portfolios.

Does Serra take discretion over my assets?

No. Serra is non-discretionary: it analyses and flags, and you keep custody and every decision.

What do I keep control of?

Custody, execution, and every investment decision remain with you throughout.