SERVICIOS >
PORTFOLIO MANAGEMENT | FUND HOSTING | ADVISORY

Portfolio Management

 

 
Optimisation
Globally efficient reference portfolios. We combine the various constituent assets and weight them in a complementary way in terms of performance, correlation and liquidity.
 

 
 
Performance
The best investments in their respective asset class. We propose the best performing products in terms of risk/return.
 

 
 
Networking
A wide opening to opportunities and high reactivity. We enjoy an extensive network of professionals, particularly at the level of fund managers, market analysts, trustees and custodians.
 
 
 
 
Diversification
Portfolios are diversified by including optimal number of funds. We permanently monitor our partners as well as existing and potential investments in order to maintain our performance engines.
 

 
 
Transparency
Regular contact with all the managers of the selected funds. Thereby we have a good knowledge of their positions and can offer our clients an actual outlook on their portfolios.
 

 
 
Risk management
Scrupulous risk monitoring and in-depth due diligence. We process information cross checks among all managers and our privileged partners on top of our own approach in order to identify and mitigate the different risks inherent in asset management proposals.