CaixaBank Asset Management, the first fund management entity certified by AENOR for management excellence

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• The CaixaBank management body has successfully passed a rigorous external evaluation process, carried out by AENOR, covering risk analysis, process reporting and the management and administration of investment funds, SICAV, and discretionary portfolio management.

27 February, 2019. CaixaBank Asset Management, the leading asset management company for investment funds and unit-holders in Spain, has obtained the Quality Management System certificate from AENOR based on the international standard ISO 9001. 

This means that CaixaBank AM is the first investment fund manager in Spain to receive the AENOR quality certification for its entire value chain, including the management and administration processes of both of investment funds like SICAV and discretionary portfolio management. 

Juan Bernal, CaixaBank AM's Chief Executive Officer, emphasised the importance of this certificate, a recognition that guarantees the commitment of the management body to high quality service and ongoing improvement: “The AENOR certificate endorses a particular way of approaching investment management that puts the client at the centre and involves the entire professional team in both the undertaking and understanding of that management. We believe that market strength must always be linked to the solidity of the work model. That is why the AENOR certificate is so important to the management body, both as guarantee of the quality involved and as an incentive to continue exploring in this model in the future.”

According to Javier Muñoz, Compliance Operations director at AENOR, “CaixaBank Asset Management has passed the ISO 9001 audit by AENOR experts with flying colours. This new certification is added to others already obtained by the CaixaBank Group, which demonstrate its strong commitment to systematic quality policies, ongoing improvement, and excellence-based customer service.