Investment Management

We create customized portfolios for our clients, taking care to:

  • Assess economic conditions and financial market conditions (fundamental and technical analyses) 
  • Make sure this option suits your investor profile and risk tolerance
  • Facilitate strategic and tactical asset allocation

Our portfolios consist of quality securities that are selected based on corporate analyses, research reports and competitive positions of companies by industry. We focus on strong companies, led by experienced managers who pay regular income.

Decision Criteria

Universal and sectoral

  • Quantitative
  • Qualitative

Investment Universe

Securities and products based on:

  • Investment principles
  • Decision criteria

Model Portfolios

  • Profiles
  • Price ranges
  • Choice of products

Monitoring

Portfolio rebalancing based on:

  • Products
  • Investment universe
  • Asset allocation
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