The Capacity Building Asset Management and Advisory (CAsA) Program aims to promote the creation and strengthening of the institutional capacities of central banks and official institutions in the region, leveraging our internal capabilities in asset management, capital markets development, regulation and technical assistance.
The Program offers two core services to achieve this goal:
• Asset Management implements discretionary mandates, wherein the IDB works alongside the participant to define investment objectives, portfolio type, investment guidelines, applicable benchmarks and broad portfolio considerations.
• Capacity Building and Advisory Services employs an integrated and flexible business model focuses on institutional capacity development. Tailored work plans are designed according to the specific needs of its participants.
The standard solution of the CAsA Program operates under a cost-recovery model, where portfolio management is delegated to the IDB. Management fees are designed to cover the costs of administering the mandate, as well as the Capacity Building and Advisory Services provided.
The Capacity Building and Advisory solution focuses on developing or strengthening the institutional capacity of its participants. By leveraging the IDB’s expertise in asset management, capital markets development, regulation and technical assistance, the program provides tailored solutions to meet each institution’s specific needs.
Key areas for capacity building include:
| • Development of market risk models | • Capital Market regulation and supervision | • Sustainability |
| • Strategic asset allocation | • Monetary policy | • Commodities hedging |
Our Approach
We conduct an initial assessment and create a customized work plan that addresses the participant’s specific needs. The plan is delivered through a variety of products, including technical assistance and capacity-building missions, scholarships, training, and advanced analytics.
The program provides participants with access to experts from a range of specialized teams within the IDB, creating a holistic and comprehensive value proposition.
The program leverages IDB’s strategic alliances to provide access to a wide range of topics and external experts related to the key areas of capacity building.
The asset management services of the program leverage the IDB’s investment infrastructure, with more than sixty years of institutional experience in global capital markets.
The IDB’s investment team has consolidated institutional capabilities in highquality asset management through specialized sector groups focused on capital preservation and liquidity. Objectives that are well aligned with those of central banks and official entities in our region.
The portfolio management of CAsA is implemented through discretionary and flexible mandates, adapted to the needs of each participant. We work together with each institution to define objectives, investment guidelines, and other management considerations that suit each case.
The Capacity Building and Advisory solution focuses on developing or strengthening the institutional capacity of its participants. By leveraging the IDB’s expertise in asset management, capital markets development, regulation and technical assistance, the program provides tailored solutions to meet each institution’s specific needs.
Key areas for capacity building include:
| • Development of market risk models | • Capital Market regulation and supervision | • Sustainability |
| • Strategic asset allocation | • Monetary policy | • Commodities hedging |
Our Approach
We conduct an initial assessment and create a customized work plan that addresses the participant’s specific needs. The plan is delivered through a variety of products, including technical assistance and capacity-building missions, scholarships, training, and advanced analytics.
The program provides participants with access to experts from a range of specialized teams within the IDB, creating a holistic and comprehensive value proposition.
The program leverages IDB’s strategic alliances to provide access to a wide range of topics and external experts related to the key areas of capacity building.
The asset management services of the program leverage the IDB’s investment infrastructure, with more than sixty years of institutional experience in global capital markets.
The IDB’s investment team has consolidated institutional capabilities in highquality asset management through specialized sector groups focused on capital preservation and liquidity. Objectives that are well aligned with those of central banks and official entities in our region.
The portfolio management of CAsA is implemented through discretionary and flexible mandates, adapted to the needs of each participant. We work together with each institution to define objectives, investment guidelines, and other management considerations that suit each case.
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