Advisory services and management
Methods Advisory services Asset management Ext. asset manager | |
Reporting
Fees
| The decision-making process as a factor of success The first step in the investment process concerns the economic environment. The Research Department prepares forecasts based on fundamental analysis. Then, the Bank's investment committee defines the overall investment strategy and the specific composition of our two asset allocation models: balance and growth. The resulting models are adapted by the Portfolio Manager to the objectives, risk profile and investment constraints of the client. Regular reviews make sure that portfolio performance is in line with the client's objectives and complies with the Bank's investment strategy.
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