As the management company we are, we have our own collective investment undertakings. At present, they number two:
Bolsa Social: es un fondo de venture capital this is an impact venture capital fund that invests in early-stage startups (seed and development capital) with high growth and development potential, stories that present scalability, strong teams and innovative business models. The investees’ mission has to include having a measurable positive impact on society and/or the environment. The venture fund is aligned with the Sustainable Development Goals (SDGs) and is agnostic in terms of sectors; however, it does emphasise projects related with health and wellbeing, inclusive education, education quality, responsible production and consumption, climate action and social integration and development. It mainly invests in Spain but also in Portugal. In invests anything between €50,000 to €1 million, depending on the stage of development of the investee, and is open to participating in follow-on rounds.
We also advise numerous entities on managing their investment vehicles:
We also provide selección de fondos y ETF fund (and ETF) selection services for vehicles, guaranteeing that any collective investment undertaking we recommend is a match for the fund’s objectives. In providing these services we rely on qualitative (internal due diligence) and quantitative analysis (in-house scoring based on returns and volatility, portfolio look-through, etc.)
Employer pension plans: Here too we issue portfolio allocation and asset selection recommendations. We advise both the control committees and the management companies. Note that we also advise on the pension plan for Afi professionals (Afi Empleo).