INVESTMENT PROCESS

Considering investment goals, time horizon and risk tolerance, we establish the profile which define the guidelines of the investment strategy

Cash

Fixed Income

Equity

Commodities

Alternative Investments

Goal

Conservative

Cash

0%

Fixed Income

0%

Equity

0%

Commodities

0%

Alternative Investments

0%

Goal

Capital preservation in line with the customer's goals and requirements. Secondary goals are income generation over a medium-term horizon and maintaining the portfolio's purchasing power over time

Balanced

Cash

0%

Fixed Income

0%

Equity

0%

Commodities

0%

Alternative Investments

0%

Goal

Capital growth in line with the customer's goals and requirements. Secondary goals are income generation over a medium-term horizon and maintaining the portfolio's purchasing power over time

Growth

Cash

0%

Fixed Income

0%

Equity

0%

Commodities

0%

Alternative Investments

0%

Goal

Capital growth in line with the customer's goals and requirements over a medium-term horizon and maintaining the portfolio's purchasing power over time