Scoring & Ranking
Our models and our expertise for risk assessments that make the difference.
Risk assessment is one of the preliminary stages of the investment process. Risk is in fact 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.
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
Assign a partial score to the financial instrument through multifactor models, 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.