Why TREA AM?
We are an independent asset management firm that seeks to offer a better service, innovative, alternative products and a higher return on investment (ROI) to our institutional clients.
With more than 10 years of experience and more than 6.000 million under management, we have become one of the main independent managers in Spain. Since our inception, we have made a unique model in the sector. An active management model focused on Fixed Income. We grew and incorporated new strategies, but keeping our principles: Active Management, Alpha & Alternatives
Major institutional clients as banks, insurance companies, mutuals, pension funds, trust us to manage their investment funds.
We are a company regulated by the CNMV with European passport, authorized to manage UCIITS, SICAVs, unit-linked funds and alternative funds.
We manage financial instruments in Spain, Ireland and Luxembourg.
More than 7 billion AUM
Expert team with a recognized track record in the world of investment
Socially Responsible Investing
Independent Asset Management
More than 5,6 billion AUM in Fixed Income
Why investing in funds?
Investment funds are the best choice to ensure that savings are profitable. They offer advantages that other financial products do not.
Traditional Funds
- Fixed Income: debt issued by governments and corporations
- Equities: purchasing stock market shares
- Balanced Funds: diversifying the portfolio between fixed income and equities
- Pension plans
Alternative Funds
- Trea Direct Lending: private debt for SMEs
- Trea Infraestructura FCR: Infrastructure’s fund of funds
- Real Estate: real estate fund
We structure customized investment funds and pension plans that reflect the risk, return and term profile demanded by our institutional clients.
Our clients benefit from our experience in the investment management industry for financial institutionas such as Mediolanum, Cajamar and Novo Banco.
We service our institutional partners without accessing its end customer, by offering:
o Solvency: the financial institution continues being the reference for the client and the trustworthiness of a managing entity outside the group but also regulated by the CNMV is added.
o Independence: the Investment manager and the financial institutions belong to different groups. As independent managers we always make our investment decisions without depending on the impact over large financial institutions or insurance groups.
o Specialisation: Our clients fully commit to what they do best.
o Regulation to reduce reputational risk: Our institutional clients maintain “control” over the products through periodic monitoring committees with Trea
o Proximity and transparency: Trea offers periodic and detailed information to our clients’ commercial network.
o Efficiency in the management of internal resources with extraordinary results.
Throughout all our experience, our institutional clients have increased their assets under management and the number of participants significantly each year. That is the result of the daily work of great professionals.
History and Team
In 2010, Trea AM started operating with the goal of actively managing our customers’ assets in order to maximize their returns.
That same year, we signed a contract with MEDIOLANUM GESTIÓN, in which they delegated to us the management of their investment funds, pension funds, SICAV investment schemes, EPSVs and discretional portfolios.
Mission, Vision and Values
Vision
To actively manage our institutional clients funds to maximize their return
Mission
To become the leading independent fund manager of the market, with a unique management model, innovative products and alternative funds and a team of leading professionals.
Values
Approachability / Naturalness
Professionalism
Trust / Security
Passion
Innovation
Talent
Creativity / Originality
Transparency