Every investment decision or portfolio change is preceded by a structured analysis and investment process. This lays the foundation for investment decisions which are
long-, medium- and short term.
In the choice of instrument and asset classes, we look for a broad diversification which helps reduce risk, simultaneously fulfilling the customer’s expectations of returns.
Our objective is to have the most cost-effective and liquid financial instruments when we allocate between regions, asset classes and investment strategies.
Following the analysis, we combine these regions , instruments and investment strategies with advanced portfolio optimization methods to maximize the return, given any agreed risk level
Strategic decisions Above all this is a macroeconomic approach, where we in the long-term perspective analyse the positions and trends of the various geographic regions in terms of the trade cycle and future performance. | Tactical decisions In the medium-long perspective we utilize analytical models divided into three categories; - Macroeconomics
- Fundamental analysis
- Statistic data
We analyse factors such as inflation, interest rate and unemployment, etc. The analysis results in an investment strategy for each individual portfolio.
| Short term decisions In the short term, based on our calculated anticipated returns, investments are optimized from the choice of country, region, investment strategy and underlying instrument. It is all about protecting yourself from
short term market volatility. |