Analysis of the portfolio risk

Monitoring of performance and portfolio risk of assets.Client support in understanding their investment profile and desired exposure to risk, in order to decrease exposure for lack of information or knowledge. We help designing grounded analysis to support the decision making processes. We support the comparison of your portfolio risk goal with a real positioning and specifically defining profitability towards the existing conditions. Support to the Portfolio Risk Analysis can include the following services:

  • Creation, assignment and understanding of the investor’s profile
  • Research and analysis on the portfolio risk history
  • Preparation of the investment strategy
  • Definition of the portfolio risk investment