Investment Solutions / Products

The company's asset management department provides investment solutions that can meet any personalised investment need:

• Relative Return Portfolios

The goal is to achieve a return in relation to a predetermined Benchmark, through the company managers’ options in all investment categories

• Open Architecture Portfolios

The goal is to achieve performance in relation to a predetermined Benchmark through traditional mutual funds, using the Open Architecture software system (PerTrac Financial Solutions).

• Absolute Return Portfolios

The goal is to achieve absolute return through alternative mutual funds, using the Open Architecture software system (PerTrac Financial Solutions)

• Thematic Portfolios

In the alternative, the Thematic Portfolios service is provided; these portfolios are complementary to the Company clients’ main investment portfolios. It is noted that this category of high-risk products applies only to very experienced investors with a high risk tolerance, a long-term investment horizon and high economic status.