Fiduciaria de Occidente: Best Asset Management Team Colombia 2017

President: Mario Estupiñán

Thanks to a premier service model, a proprietary investment algorithm, and a well-balanced risk mitigation strategy, Fiduciaria de Occidente – Fiduoccidente – has claimed a spot amongst Colombia’s best-performing asset managers. The firm, founded in 1991, is part of Grupo Aval – one of the country’s largest financial services providers – and maintains its own nationwide branch network to ensure close proximity to investors. Thanks to a premier service model, a proprietary investment algorithm, and a well-balanced risk mitigation strategy, Fiduciaria de Occidente – Fiduoccidente – has claimed a spot amongst Colombia’s best-performing asset managers. The firm, founded in 1991, is part of Grupo Aval – one of the country’s largest financial services providers – and maintains its own nationwide branch network to ensure close proximity to investors.

Fiduciaria de Occidente focuses on four distinct markets: Persons, Enterprise sector, Financial institutions and Government. The firm manages a number of mutual funds, private equity and venture capital funds, and real estate investment trusts that offer clients a comprehensive array of vehicles to preserve and grow capital. Fiduciaria de Occidente also includes a wealth management division to design bespoke investment solutions that dovetail with individual risk profiles.

The firm has made significant investments in the upgrading of its technological backbone and now boasts one of Colombia’s most up-to-date IT platforms that ensures transactions are carried out swiftly and comply with relevant regulation. The firm is home to an experienced team of investment managers and analysts and has recently upgraded its financial management structure. In order to assist novice investors, Fiduciaria de Occidente has developed training programmes and outreach initiatives to improve financial literacy and help clients reach smart investment decisions that bring their personal goals and ambitions closer to realisation.

The CFI.co judging panel recognises the value of sound investment advice. Fiduciaria de Occidente shows that a prudent approach usually pays off over the long term. The judges commend the firm on its corporate philosophy and agree to declare Fiduciaria de Occidente winner of the 2017 Best Asset Management Team Colombia Award.