Method
Banca Finnat | The selection Method| Institutional Site
Banca Finnat
Banca Finnat | The selection Method| Institutional Site
- Starting from the requests of the customer, which may concern the individual instrument or the portfolio, on a strategic or tactical basis
- “Ideal weights” of the various asset classes (shares, bonds, etc.) and sub-asset classes (European, American shares, etc.) are identified for each model portfolio
- The advisor chooses the recommendable financial instruments from the asset classes
- The customer’s portfolio is subject every six months to in-depth analysis aimed at identifying the compatibility with the tolerable risk levels and the degree of consistency with the model portfolio processed by the bank’s operators