SERVICES



We highlight the following services designed to asist clients in their long term investment process:

  • Investor evaluation
    • Establishment of objectives and restrictions
    • Evaluation of market conditions
  • Establishment of investment policy
  • Determination of strategic asset allocation that considers the universe of elligible investments
  • Recommendations of tactical asset allocation to take advantage of short term market opportunities.
  • Portfolio construction that includes risk measurement and control
  • Development of customized quantitative models
  • Ongoing portfolio revisions to align objectives and restrictions of the client
  • Portfolio rebalancing
  • Evaluation of risk and return

Magdalena 140, Piso 21, Las Condes, Santiago Phone: (562) 290 99 99