RISK ASSESTMENT

Risk assessment is one of the preliminary stages of the investment process. In fact, risk is a fundamental variable because the value of a financial instrument can fluctuate over time and because every investor has a very personal risk appetite, linked to his preferences and needs.

OUR MODELS

We use our models to determine a risk value that is taken in absolute value, not in relation to the asset class of which it is a member, effectively creating a universal indicator of fundamental risk to be compliance with European regulations.
 

THE PROCESS

To assign a partial score to the financial instrument through multifactorial models, to apply a Timing model, consider the currency and arrive at a final ranking: this is the process we follow in the Ranking phase, another strategic evaluation for each investment.