EFFICIENT ACCESS TO FINANCIAL MARKETS
You want to access global capital markets efficiently and easily to benefit from the long-lasting and constant development of your wealth. Additionally, you want the knowledge and experience of experts to manage your portfolio according to your expectations and goals. You want a solution in which broad diversification is paramount and includes active risk management. The source of profitability “strategic diversification”, the first alpha or basic principle of our investment philosophy, is then the solution for you.
The Preferred Diversifier mandate provides you with a robust portfolio that invests in global equity and bond markets and is continuously monitored. Its implementation is carried out through the choice of indexed and active investment instruments. To do this, we use our own investment products, as well as attractive options offered by our external partners. The Diversifier applies, among other things, an efficient indexing strategy in the equity markets (“smart indexing”). Through “smart indexing” an attempt is made to find niches, in the sense that, although the composition of the portfolio follows an indexed structure, new possibilities for profitability are opened up thanks to certain active investment decisions.
