Currently, we hold close to USD $6.5B in assets.
Access to Capital Markets
We give institutional clients access to:
Equity Markets
US Treasuries
Debt Instruments
Futures (CME)
Structured Products
Foreign Exchange (FX)
Market Analysis
Our analysis focuses on emerging market corporate bonds across different countries, sectors and credit ratings. We follow a rigorous analytical process grounded in fundamental analysis with the objective of selecting those bonds that are best positioned to outperform under different market conditions. Our investment philosophy follows a top-down and bottom-up approach since we believe that combining both is paramount in the security selection process. Click here for a synopsis of our investment analysis process.
Custodial Services
INVEX offers institutional custodial services through BNY Mellon's Pershing, the industry's largest provider of clearing and settlement solutions.
We maintain institutional relationships in five continents
We offer our institutional clients, a securities lending program
Asset Management
We specialize in:
Bond portfolios and mandates
Emerging Markets Investment Grade
Emerging Markets High Yield
Developed Markets Investment Grade
Floating Rate Notes
INVEX Global Opportunities Fund
