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By Nicoletta MORSUT Gianluca D’ALESSIO, Conducting Officer Head of Portfolio Management, FARAD I.M.
Over the last few years the duties of the investment managers have notably widened, in terms of Governance, AML/KYC requirements, IT security requirements and last not least both sustainability disclosure and client preferences knowledge. Overall, the requirements to obtain the PSF license has substantially increased accordingly and once obtained companies need to assure an on-going monitoring and application of these requirements. In this article we explain how we approach governance within FARAD I.M. and illustrate it with the example of one of our core service: ADEX
A PSF is a legal person who has been granted authorization to...
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