Obtaining the investor's confidence is essential to developing good financial advice. How get the investor's trust if they don't know us?
We only see one way to move forward in building trust:
> Our fees are aligned with the result obtained by our advice.
> Our independent analysis capabilities of the financial markets are exclusively at the service of our clients.
We study the investment policy of the SICAV or the fund to find where we can bring more value to shareholders.
We agree on the investment strategy with the main shareholders, within the management mandate, and communicate it to the management company.
We validate the investment universes appropriate to the chosen strategy.
We carry out the optimal long-term asset allocation based on the decided strategy.
We select the assets within the universes with the criteria of maximizing return and minimizing risk.
We adjust the tactical exposure bands according to the market circumstances and the assets themselves over time.
We issue the recommendations to the management company to validate and execute them.
We monitor the portfolio and control its market risk daily.