In recent years, COVAF has provided valuation and portfolio management support services to Insurance companies. We follow the National Insurance and Bonding Commission (CNSF) criteria and mutual funds and Specialized Retirement Fund Investment Companies (SIEFOREs) best practices.
In recent years, COVAF has provided valuation and portfolio management support services to Insurance companies. We follow the National Insurance and Bonding Commission (CNSF) criteria and mutual funds and Specialized Retirement Fund Investment Companies (SIEFOREs) best practices.
Valuation
Accounting records of investments for regulatory reports
- Cash flow reports
Securities reconciliation
Market risk reports (VAR)
Investment regime monitoring
Tax calculations review
Performance
We are sought by insurance companies Investments and Accounting directors to:
Outsource middle and back office services in order to maximize human capital management.
Achieve substantial cost savings.
Provide transparency to committees and beneficiaries.
Provide advice on the best market practices for portfolio management.
Desean tercerizar los servicios de middle y back office con el fin de optimizar su capital humano mediante el enfoque de su personal a actividades propias del área y de mayor estrategia.
Reducir costos en procesos.
Brindar al comité y a los beneficiarios del fondo una mayor transparencia.
Provide advice on the best market practices for portfolio management.
For further details about COVAF services, click here here and we will contact you