Definition of a portfolio strategy
The need to define a portfolio strategy stems from the need to analyse future market expectations in the light of the expected interest rates for the various asset classes. The aim is to identify the most balanced portfolio profile in terms of expected return, risk profile and degree of diversification of the financial instruments that compose it.
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The independent financial advisor supports the client in the development of an effective and lasting investment strategy. Strategy is at the heart of building a portfolio and should not be changed over time, unless structural changes in market conditions intervene.