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