Review and update of the investment policy
Instituto Nacional de Previdência Social (INPS) · Cape Verde
Review and update of the Investment Policy according to ISSA Guidelines and best practices.
Projects
Experience
Investment management and governance
Evaluation of the implementation of the ISSA Investment Guidelines
ISSA – International Social Security Association · Morocco
Evaluation of the implementation of the ISSA Guidelines on Investment of Social Security Funds by the Branche épargne CDG, Morocco.
Risk management governance framework
Maldives Pension Administration Office (MPAO) · Maldives
Risk management governance framework, risk budget, performance evaluation and complexity assessment of new asset classes.
Management model for the Social Fund
Empresa de Eletricidade de Moçambique (EDM) · Mozambique
Assessment of the current situation, comparative analysis of governance options, and design of a management model for the EDM Social Fund.
Review of investment policy and strategy
Maldives Pension Administration Office (MPAO) · Maldives
Review of MPAO’s investment policy and strategy and a new policy aligned with the member profile of the Maldives Retirement Pension Scheme.
Technical reserves and investment policy
Instituto Nacional de Segurança Social (INSS) · Angola
Analysis of INSS technical reserves and assets for the development of an investment policy and strategy.
Strengthening the social security regulator
National Social Security Fund · Cambodia
Recommendations for enhancing the social security regulatory body.
Investment strategy for the reserve funds
National Social Security Fund · Cambodia
Development of the investment strategy for Cambodia’s social security reserve funds.
Update of the ISSA investment guidelines
ISSA – International Social Security Association
Assistance in updating the ISSA guidelines and drafting a recognition workbook for evaluation and certification.
Financing structuring
Economic and financial advisory for member companies
AEP – Associação Empresarial de Portugal · Portugal
Economic and financial advisory service agreement (AEP Finance financial boutique).
Fundraising and reorganisation of a construction group
MAFC · Portugal
Approval of €1.8 million in financing lines and internal reorganisation of the group’s companies (construction sector).
Share deal for a hotel asset in Lisbon
RMAR, SGPS, SA · Portugal
Structuring of a share deal for a real estate asset licensed as a 4-star hotel, with a base price of €11 million (hospitality sector).
Financing for a microgreens production unit
Green Harvest · Portugal
Business plan, structuring and bank approval of €1.5 million in financing (agribusiness sector).
Green hydrogen project finance
NEXIA, SROC · Portugal
Advisory and financial structuring for green hydrogen project finance units promoted by Dourogás and WinPower.
Development models for a property in the International Douro
Santa Casa da Misericórdia do Porto · Portugal
Consultancy study on potential development and monetization models for a 418-hectare property in the International Douro region.
Training and capacity building
International training centre in Turin
International Training Center of the ILO – Turin · Italy
Training at the ILO International Training Centre in Turin on the interpretation and implementation of the ISSA Guidelines on investment of social security funds.
Shall we talk about your challenge?
Talk to us about investment, governance or financing: we analyse your situation and propose a tailored solution.