Customer experience: a range of tailored and custom services
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Maintaining close relationships and aligned interests with our clients is the foundation of SWEN’s growth. We are a long-term financial and ESG partner for our clients, with whom we establish trust-based working relationships, while striving to deliver primarily custom-built, flexible services to match their specific needs and characteristics. Our investment range includes the collective management of open-ended funds, third-party management mandates, dedicated funds and investment advisory services.
Open-ended fund management
Mandate management
Dedicated fund management
Advisory agreements
A flexible, turnkey range services for the reliable monitoring of your assets
We allocate significant resources to financial and administrative portfolio management
- Retrieval of portfolio transaction history
- Standardised transaction handling process
- Quantitative and qualitative financial and ESG reports
- Monitoring of fund news
- Cash flow modelling
- Subscription management
- Daily cash flow management
Secure
Traceable
Automated
Delivery of robust, customised reports
Rigorous transparency for non-financial disclosures
We disclose the results of the implementation of our responsible investing policy to our stakeholders through an array of reports meeting the market’s highest standards. We also build custom reports tailored to the specific demands of our institutional investors.
- Transparent analysis of the ESG profiles of our portfolios and underlying businesses and management companies
- Identification and management of reputation risks for the portfolio company or management firm
- Disclosures in accordance with Article 29 of France’s Energy and Climate Act and publication of adverse impacts on sustainability related to our investments
- Initiatives to engage with management companies
Our regulatory expertise for efficient Solvency 2 and EET reporting
Comprehensive Solvency 2 reports and EET templates are efficiently produced as the result of in-depth quarterly work involving the entire ecosystem, using a proprietary tool that enables us to fill in missing data.
We also help management companies to improve the relevance of the data they submit and maintain a historical database to monitor changes in quality.
Our reporting services are built on three pillars:
- Quarterly collection of data and SCR calculation
- Dedicated risk governance and monitoring
- Consolidated reports and disclosures
Close
A supportive team delivering the highest standard of client service throughout the relationship.
Agile
A digital client space to efficiently manage documents and dashboards for portfolios and funds.
Interactive
Regular investor meetings, thematic conferences and site visits to create productive synergies.
