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Research

Independent research

Every piece of advice we give is based on documented research: sourced figures, proven methods, conclusions you can verify.

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Research serving your decisions.

The research carried out within the Aurels group directly feeds the economic advisory and wealth governance mandates carried out by Aurels Conseil. Every allocation reviewed as part of an independent investment management mandate relies on documented monitoring of markets, interest rates and risk premia.

The same documentary standard governs the treatment of sustainable finance topics: any statement on Luxembourg’s place in responsible asset management is retained after verification with an identifiable source, whatever its nature:

  • a sector study published by a local body, such as ALFI or LuxFLAG;
  • a supervisory report issued by the CSSF;
  • data aggregated by an independent research provider.

Every figure quoted has a verifiable origin.

Part of this research also finds an educational outlet, through the training and certifications delivered by Aurels Institute. Theory there remains anchored in the files actually handled by the firm.

Monitoring of markets and wealth management

Monitoring covers changes in policy rates, the fee schedules actually applied by local custodians, and the behaviour of risk premia across asset classes. This work feeds directly into the allocation reviews carried out for independent investment management mandates.

Example : an unexpected rise in a policy rate, detected in this monitoring before it is fully passed on to custodians’ fee schedules, may justify bringing forward a scheduled allocation review rather than waiting for the usual quarterly date.

Sustainable finance and impact

Regulatory and statistical developments in sustainable finance are checked against identified sources before being used in the firm’s analyses or on the pages devoted to impact investing.

Educational outreach

The lessons drawn from this monitoring feed the training and certifications delivered by Aurels Institute, where each module draws on cases actually handled rather than on abstract theory.

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The analyses published on this page are the sole responsibility of their authors: they constitute neither personalised advice nor a solicitation to invest.