Listen to our clients and understand their needs

The process of building a portfolio begins with the goal of specifically understanding the objectives of our clients, their investment horizon, liquidity needs, risk tolerance, return expectations, experience with financial investments and specific restrictions of each client.

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Define an investor profile in conjunction with the client

After analyzing the information received from the client, we jointly define the risk profile of the investor in which we determine risk parameters and precisely define a specific strategic asset allocation.

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Asset allocation structure

Based on the strategic asset allocation structure, we establish minimum and maximum allocation levels for each asset class. Based on our proprietary management strategy, we establish a tactical position for each asset class.

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Selection of Investments

According to the specifications made by the client, we select the most suitable instrument in terms of return and volatility. We perform comparative analyzes of various instruments and incorporate thematic investments, emphasizing the liquidity of the selected instrument.

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Portfolio Management

The review, monitoring and control of risk is permanent and with defined processes that we strictly follow.

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Risk Control

The established risk limits previously defined according to the selection of the investment profile and asset class, handling tactical changes but maintaining and controlling the risk parameters stipulated by the client.

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Management and Profitability Report

According to the client’s needs, we prepare profitability analysis and management reports. The reports allow to understand in more detail the behavior of the portfolio. A formal calendar is established for the review of results in addition to the usual contacts.