Identification of opportunities and risks.
We hold an Investment Committee once a month conducted by the members of the team. The objective of carrying out an analysis of the economic-financial situation is to identify opportunities and risks to stabilize an investment strategy.
The strategy takes as reference the study of the following factors: Macroeconomics, Valuations, Funds Flows and Technical Analysis. Opportunities are defined when the 4 factors favor the investment in question, while when at least 2 of the 4 factors are opposite, they are identified as risks. Subsequently this strategy is applied to each of the customer portfolios adjusted to the profile and needs of each individual performing the relevant monitoring.