We design and manage core portfolios in line with your personal risk/return profile and expected cash flows requirements.
Core portfolios constitute the backbone of investments and boast the following features.
- A high level of diversification and liquidity
- Indices and selected fund managers
- Eliminate unpriced risk factors (market timing, speculative bets, liquidity squeeze)
- Rebalanced only to ensure investments reflect your preferred asset allocation
- Low TER (Total Expense Ratio).
Satellites stations :
Specific investment strategies, markets and/or sectors offering the following benefits:
- Opportunistic, tactical investment choices
- New issues of securities and structured products
- Access to restricted markets and funds
- Private equityplacements
- Initial Public Off erings (IPOs) and Merger and Acquisition (M&A) deals.