The portfolio management lines form the core of Banca Finnat’s medium/long-term or strategic investment proposals.
The investment process adopted by the Bank for its Capital Management services envisages a multi-asset approach which, bettering the exposure overlap through securities or funds, is characterised by a particularly wide range of usable assets and financial instruments.
The choice of weighting for the various asset classes, within specific management guidelines, is the result of tactical market analysis that aims to exploit short-term changes on the medium/long-term horizon.
The option of using an open architecture (i.e. third party funds and ETFs) further enhances the range from which to choose in the various market segments, supplementing the selection of individual securities performed by the Bank’s managers.
In this way, in full compliance with the envisaged investment limits, the manager can therefore seek the best investment opportunities and access multiple, different strategies in addition to a wide range of issues: Real Estate Funds, Forex, Emerging Markets and Commodities.
In addition Banca Finnat offers highly customised solutions, characterised by the same management style, in order to satisfy specific needs.