Risk Analysis and Management

To minimize the threats that may jeopardize the stability of our investments, we have at our disposal recognized risk management tools. These include foreign exchange futures to reduce or suppress cross-currency risk, put options to protect equity portfolios and Treasury and Bund futures to offset interest rate risks associated with bond portfolios.
We measure the performance of a portfolio in both absolute and relative terms. This allows our clients to assess the efficiency of our investment strategy and evaluate overall performance.
In this endeavour, we adjust benchmarks to each individual risk profile, using internationally accepted indexes aimed at replicating the investment universe for each asset class.
As a result, our clients can monitor their portfolio at any given time and instruct adjustments in order to manage performance expectations.