Inversis Gestión

Inversis is a leading technology player in the Spanish market, offering investment solutions to banks, asset management and insurance companies as well as other businesses that seek to develop a financial business.

 Since its inception, Inversis has always invested in the latest available technology to innovate and quickly adapt itself to its clients’ needs.

 Thanks to such technological innovation, Inversis enables its institutional clients to outsource those end client activities and processes that are not part of their core business, so improving their efficiency.

 Inversis, is a comprehensive fund platform which offers a wide range of services including execution, settlement and custody as well as access to capital markets and online brokerage. It also offers a 360-degree research service which  produces recommendations, builds portfolios and undertakes risk analysis.

 

 

 

 

Regulatory Information

  • Regulatory Status: Regulated Entity
  • ID Number: 105

Coverage

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Title Date
PERFORMANCE REVIEW MFS PRUDENT WEALTH Q3 2018 2018/12/10
PERFORMANCE REVIEW FvS Multiple Opportunities II Fund Q3 2018 2018/12/10
Performance Report Q3 2018 Belgravia Epsilon 2018/12/10
Performance Report Q3 2018 MLIS Ramius Merger Arbitrage 2018/12/10
Performance Report Q4 2017 Belgravia Epsilon 2018/11/20
Performance Report Q4 2017 MLIS Ramius Merger Arbitrage 2018/11/20
Performance Report Q1 2018 Belgravia Epsilon 2018/11/20
Performance Report Q1 2018 MLIS Ramius Merger Arbitrage 2018/11/20
Performance Report Q2 2018 Belgravia Epsilon 2018/11/20
Performance Report Q2 2018 MLIS Ramius Merger Arbitrage 2018/11/20
Belgravia Epsilon Report 2018/11/20
MLIS Ramius Merger Arbitrage Report 2018/11/20
INFORME GQG Global Emerging Markets 2018/11/20
UBAM DYNAMIC EURO BOND FUND REPORT 2018/11/15
TEMPLETON GLOBAL TOTAL RETURN FUND REPORT 2018/11/15
ROBECO FINANCIAL INSTITUTIONS BONDS FUND REPORT 2018/11/15
PARVEST ENHANCED CASH 6 MONTHS FUND REPORT 2018/11/15
LORD ABBETT SHORT DURATION INCOME FUND REPORT 2018/11/15
JUPITER DYNAMIC BOND FUND REPORT 2018/11/15
GAM STAR CREDIT OPPORTUNITIES FUND REPORT 2018/11/15
CARTESIO X FUND REPORT 2018/11/15
AMUNDI FUNDS II - PÌONEER US DOLLAR AGGREGATE FUND REPORT 2018/11/15
ALTAIR PATRIMONIO II FUND REPORT 2018/11/15
PERFORMANCE REVIEW EDM INTERNATIONAL SICAV SPANISH EQUITY- Q2 2018 2018/11/14
PERFORMANCE REVIEW EDM INTERNATIONAL SICAV SPANISH EQUITY- Q1 2018 2018/11/14
PERFORMANCE REVIEW EDM INTERNATIONAL SICAV SPANISH EQUITY- Q4 2017 2018/11/14
PERFORMANCE REVIEW MORGAN STANLEY INVF GLOBAL BRANDS- Q2 2018 2018/11/14
PERFORMANCE REVIEW MORGAN STANLEY INVF GLOBAL BRANDS- Q1 2018 2018/11/14
PERFORMANCE REVIEW MORGAN STANLEY INVF GLOBAL BRANDS- Q4 2017 2018/11/14
EDM International SICAV Spanish Equity Report 2018/11/14
Morgan Stanley INVF Global Brands Report 2018/11/14
PERFORMANCE REVIEW UBAM DYNAMIC EUR BOND FUND - Q2 2018 2018/11/13
PERFORMANCE REVIEW PARVEST ENHANCED CASH 6 MONTHS FUND - Q2 2018 2018/11/13
PERFORMANCE REVIEW LORD ABBETT SHORT DURATION INCOME FUND - Q2 2018 2018/11/13
PERFORMANCE REVIEW AMUNDI - PIONEER US DOLLAR AGGREGATE BOND FUND - Q2 2018 2018/11/13
PERFORMANCE REVIEW TEMPLETON GLOBAL TOTAL RETURN FUND - Q2 2018 2018/11/13
PERFORMANCE REVIEW ROBECO FINANCIAL INSTITUTIONS BOND FUND - Q2 2018 2018/11/13
PERFORMANCE REVIEW JUPITER DYNAMIC BOND FUND - Q2 2018 2018/11/13
PERFORMANCE REVIEW GAM STAR CREDIT OPPORTUNITIES FUND - Q2 2018 2018/11/13
PERFORMANCE REVIEW CARTESIO X FUND - Q2 2018 2018/11/13
PERFORMANCE REVIEW ALTAIR PATRIMONIO II Q2 2018 2018/11/13
PERFORMANCE REVIEW UBAM DYNAMIC EUR BOND FUND - Q1 2018 2018/11/13
PERFORMANCE REVIEW TEMPLETON GLOBAL TOTAL RETURN FUND - Q1 2018 2018/11/13
PERFORMANCE REVIEW ROBECO FINANCIAL INSTITUTIONS BOND FUND - Q1 2018 2018/11/13
PERFORMANCE REVIEW PARVEST ENHANCED CASH 6 MONTHS FUND - Q1 2018 2018/11/13
PERFORMANCE REVIEW LORD ABBETT SHORT DURATION INCOME FUND - Q1 2018 2018/11/13
PERFORMANCE REVIEW JUPITER DYNAMIC BOND FUND - Q1 2018 2018/11/13
PERFORMANCE REVIEW GAM STAR CREDIT OPPORTUNITIES FUND - Q1 2018 2018/11/13
PERFORMANCE REVIEW CARTESIO X FUND - Q1 2018 2018/11/13
PERFORMANCE REVIEW AMUNDI - PIONEER US DOLLAR AGGREGATE BOND FUND - Q1 2018 2018/11/13
PERFORMANCE REVIEW ALTAIR PATRIMONIO II Q1 2018 2018/11/13
PERFORMANCE REVIEW UBAM DYNAMIC EUR BOND FUND Q4 2017 2018/11/13
PERFORMANCE REVIEW TEMPLETON GLOBAL TOTAL RETURN FUND - Q4 2017 2018/11/13
PERFORMANCE REVIEW ROBECO FINANCIAL INSTITUTIONS BOND FUND - Q4 2017 2018/11/13
PERFORMANCE REVIEW PARVEST ENHANCED CASH 6 MONTHS FUND - Q4 2017 2018/11/13
PERFORMANCE REVIEW LORD ABBETT SHORT DURATION INCOME FUND - Q4 2017 2018/11/13
PERFORMANCE REVIEW JUPITER DYNAMIC BOND FUND - Q4 2017 2018/11/13
PERFORMANCE REVIEW GAM STAR CREDIT OPPORTUNITIES FUND - Q4 2017 2018/11/13
PERFORMANCE REVIEW CARTESIO X - Q4 2017 2018/11/13
PERFORMANCE REVIEW AMUNDI - PIONEER US DOLLAR AGGREGATE BOND Q4 2017 2018/11/13
PERFORMANCE REVIEW ALTAIR PATRIMONIO II Q4 2017 2018/11/13
INFORME LORD ABBETT SHORT DURATION INCOME 2018/11/13
INFORME AMUNDI FUNDS II - PÌONEER US DOLLAR AGGREGATE 2018/11/13
INFORME PARVEST ENHANCED CASH 6 MONTHS 2018/11/13
PERFORMANCE REVIEW MFS PRUDENT WEALTH Q2 2018 2018/11/12
PERFORMANCE REVIEW MFS PRUDENT WEALTH Q1 2018 2018/11/12
PERFORMANCE REVIEW MFS PRUDENT WEALTH Q4 2017 2018/11/12
INFORME MFS PRUDENT WEALTH 2018/11/12
PERFORMANCE REVIEW FvS Multiple Opportunities II Fund Q2 2018 2018/11/08
PERFORMANCE REVIEW FvS Multiple Opportunities II Fund Q1 2018 2018/11/08
PERFORMANCE REVIEW FvS Multiple Opportunities II Fund Q4 2017 2018/11/08
INFORME FvS Multiple Opportunities II Fund 2018/11/08
2018 Q2 Performance review of Magallanes Value Investors UCITS Iberian Equity Fund 2018/11/08
2018 Q1 Performance review of Magallanes Value Investors UCITS Iberian Equity Fund 2018/11/08
2017 Q4 Performance review of Magallanes Value Investors UCITS Iberian Equity Fund 2018/11/08
Magallanes Value Investors UCITS Iberian Equity Fund Report 2018/11/08
INFORME TREND & TOPICS - CAT BONDS 2018/11/08
INFORME DPAM L BONDS EMERGING MARKETS SUSTAINABLE 2018/11/08
INFORME DNCA ALPHA BONDS FUND 2018/11/08
INFORME H2O ADAGIO MACRO 2018/11/08
INFORME JUPITER DYNAMIC BOND FUND 2018/11/05
INFORME ROBECO FINANCIAL INSTITUTIONS BONDS FUND 2018/11/05
INFORME TEMPLETON GLOBAL TOTAL RETURN FUND 2018/11/05
INFORME ALTAIR PATRIMONIO II 2018/11/05
PERFORMANCE REVIEW MELCHIOR EUROPEAN OPPORTUNITIES Q2 2018 2018/11/05
PERFORMANCE REVIEW MELCHIOR EUROPEAN OPPORTUNITIES Q1 2018 2018/11/05
INFORME GAM STAR CREDIT OPPORTUNITIES 2018/11/05
INFORME UBAM DYNAMIC EURO BOND 2018/11/05
INFORME CARTESIO X 2018/11/05
PERFORMANCE REVIEW MELCHIOR EUROPEAN OPPORTUNITIES Q4 2017 2018/11/05
INFORME MELCHIOR EUROPEAN OPPORTUNITIES 2018/11/05
Investec Global Insights 2018 Spain 2018/09/13
Morgan Stanley Indian Equities 2018/06/18
Mercados Emergentes. Janus Henderson 2018/06/08
Desayuno con Alexander Darwall - PM Jupiter 2018/06/06
DWS DJE Alpha Renten 2018/06/06
RBC SPDR Bond Indexing 2018/06/06
UBS Multi Asset Funds 2018/06/01
Blackrock Renta Fija Europea 2018/06/01
EdR Bond Allocation Fund - notas del desayuno del 30/05/2018 2018/06/01

Analysts

  • Carlos Ayllon Gordillo

    Mr
  • Guendalina Bolis

    Ms
  • Guillaume Danloy

    Mr
  • Borja Picón Arjona

    Mr
  • Gonzalo Thomé

    Mr
  • Álvaro Aznar

    Mr
  • Alberto Garcia-Cabo

    Mr
  • Alejandro Allona Rivera

    Mr
Alejandro Allona Rivera

PERFORMANCE REVIEW MFS PRUDENT WEALTH Q3 2018

PERFORMANCE REVIEW MFS PRUDENT WEALTH Q3 2018

Alejandro Allona Rivera

PERFORMANCE REVIEW FvS Multiple Opportunities II Fund Q3 2018

PERFORMANCE REVIEW FvS Multiple Opportunities II Fund Q3 2018

Alejandro Allona Rivera

Performance Report Q3 2018 Belgravia Epsilon

Alejandro Allona Rivera

Performance Report Q3 2018 MLIS Ramius Merger Arbitrage

Performance Report Q3 2018 MLIS Ramius Merger Arbitrage

Alejandro Allona Rivera

Performance Report Q4 2017 Belgravia Epsilon

Performance Report Q4 2017 Belgravia Epsilon

Borja Picón Arjona

Blackrock Renta Fija Europea

Los indicadores económicos sugieren que el crecimiento se está moderando, siendo algo más lento que los del año pasado. El sentimiento económico se mantuvo en los meses de marzo y abril en el mínimo y el PMI cayó en el mes de mayo. Estos datos han hecho que el euro se debilite en el mes de mayo. Peso a todo esto no hay que alarmarse, ya que los datos de desempleo continúan descendiendo en los países periféricos (Portugal, España, Italia y Grecia), la demanda externa continua fuerte y la tasa de ahorro se debería estabilizar.

Gonzalo Thomé

EdR Bond Allocation Fund - notas del desayuno del 30/05/2018

Notas del desayuno ofrecido por el responsable de estrategias Multi-Asset de EdR el 30 de mayo de 2018 en Madrid

Gonzalo Thomé

Jupiter Dynamic Bond - notas del desayuno del 31/05/2018

Notas del desayuno ofrecido por el gestor del Jupiter Dynamic Bond Fund, Ariel Bezalel, el 31 de mayo de 2018 en Madrid. 

Alejandro Allona Rivera

PERFORMANCE REVIEW MFS PRUDENT WEALTH Q3 2018

PERFORMANCE REVIEW MFS PRUDENT WEALTH Q3 2018

Alejandro Allona Rivera

PERFORMANCE REVIEW FvS Multiple Opportunities II Fund Q3 2018

PERFORMANCE REVIEW FvS Multiple Opportunities II Fund Q3 2018

Alejandro Allona Rivera

Performance Report Q3 2018 Belgravia Epsilon

Alejandro Allona Rivera

Performance Report Q3 2018 MLIS Ramius Merger Arbitrage

Performance Report Q3 2018 MLIS Ramius Merger Arbitrage

Alejandro Allona Rivera

Performance Report Q4 2017 Belgravia Epsilon

Performance Report Q4 2017 Belgravia Epsilon

Alejandro Allona Rivera

PERFORMANCE REVIEW MFS PRUDENT WEALTH Q2 2018

Revisión del comportamiento del segundo trimestre de 2018 del fondo MFS Prudent Wealth, elaborado por el departamento de Selección de Fondos y ETFs de Inversis

Alejandro Allona Rivera

PERFORMANCE REVIEW MFS PRUDENT WEALTH Q1 2018

Revisión del comportamiento del primer trimestre de 2018 del fondo MFS Prudent Wealth, elaborado por el departamento de Selección de Fondos y ETFs de Inversis

Alejandro Allona Rivera

PERFORMANCE REVIEW MFS PRUDENT WEALTH Q4 2017

Revisión del comportamiento del cuarto trimestre de 2017 del fondo MFS Prudent Wealth, elaborado por el departamento de Selección de Fondos y ETFs de Inversis

Alejandro Allona Rivera

INFORME MFS PRUDENT WEALTH

Informe del fondo mixto moderado MFS Prudent Wealth, elaborado por el Departamento de Selección de Fondos y ETFs de Inversis

Alejandro Allona Rivera

PERFORMANCE REVIEW FvS Multiple Opportunities II Fund Q2 2018

Revisión del comportamiento del segundo trimestre de 2018 del fondo FvS Multiple Opportunities II Fund, elaborado por el departamento de Selección de Fondos y ETFs de Inversis 

Gonzalo Thomé

INFORME TREND & TOPICS - CAT BONDS

Informe de análisis de bonos catátrofe (CAT BONDS), elaborado por el Departamento de Selección de Fondos y ETFs de Inversis en Junio de 2017.

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