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Model Portfolio

Banca Finnat | Model Portfolio| Institutional Site

Banca Finnat

Banca Finnat | Model Portfolio| Institutional Site

The Management Committee, the Studies and Research team and the Management team, via macro-fundamental and technical analysis of the markets, prepare a series of model portfolios for increasing risk profiles. The range of financial instruments (securities and UCITS) used by the Asset Management specialists for the Finnat Advisory service is particularly wide:

  • 7 Asset Classes from Monetary Euro to Investment Subjects which represent the fundamental pillars of the portfolio allocation choices.
  • Sub-Asset Classes from Short-term Government to Alternative Strategies: these are the analytical components of the asset classes.
  • 100+ Securities, ETF and Sicav to create the ideal portfolio of the individual customer.

portafoglio modello
Model Portfolio - Documentation

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Banca Finnat Euramerica S.p.A.
Registered office in Piazza del Gesù n.49, (IT-00198) Rome, Italy
Share capital € 72,576,000.00 fully paid-in, represented by 362,880,000 ordinary shares
Enrolled in the Banking Register under No. 5369
Holding Company of the Banca Finnat Euramerica Italian banking group,
enrolled in the Banca d’Italia’s Register of banking groups No. 5557
Enrolled in the Rome Companies’ Register Tax Code No. 00168220069 - VAT No. 0085601004 - SDI recipient code: IOPVBGU
R.E.A. n.444286 – ABI 3087.4 – BIC code: FNATITRRXXX – LEI code: 815600835712F7BA2869
Member of the National Interbank Deposit Guarantee Fund
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