MIM3 three model portfolio's are actively managed, embracing an open architecture and selective approach based on predefined criteria such as, but not limited to, geographical confidence ratings derived from market analysis reports as well as current and forward looking expected risk/return ratio's, risk class category, sharpe ratio, track record, liquidity, correlation ratio's, etc... Once the building blocks are assembled, the global database satellite is put to work, producing a selection of assets that match the criteria input.
Your portfolio allocation is not static. Monitoring is an ongoing process, assessing whether the selected components remain in line with expectations and predefined criteria. If judged necessary, the portfolio's are rebalanced with an adjustment of the underlying.
Performances Model Portfolio's
Tailor made managed portfolio's are designed to meet specific goals and can offer a wider investment universe, including mutual funds, individual securities, bonds, structured products and alternative investments.
Feel free to contact us if you want to find out more.