Offers the services of a financial professional team dedicated to design and manage actively institutional clients investment portfolios, under specific and particular criteria related to investment and risk.
Dynamic process of investment
Policy: Along with the client, we identify the objectives, preferences, tolerance to risk and restrictions to establish the investment policy.
Strategy: The strategy is defined and implemented through the combination of available assets in the market and according to its conditions.
Monitoring: Market conditions, assets relative value, and circumstances of the client are continuously assessed.
Adjustment: All required adjustments to the portfolio are performed in response to variables significant changes.
Investment dynamic process
Policy: Defined according to objectives, policies, restrictions and risk instructed by the client.
Benchmark: Measurement and comparison parameter of the portfolio.
Portfolio: Periodic monitoring of portfolio performance vs. Benchmark
Risk Analysis: Monitoring of variables that impact portfolio performance, taking care of discrepancies through different risk measurements (VaR, Duration, Information, Ratio, Delta, etc.)
Portfolio Optimization: Profitability is maximized through a proper selection of assets with the lowest possible risk, and the portfolio is daily sensitized to the market’s interest rates movements.
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