Portfolio Management

Portfolio management follows a strategy of risk diversification, allocating your assets to various asset classes, industry sectors and geographic areas.

Our recommendations and choices are based on the search for the best possible return on assets and take account of your sensitivity towards risk determined earlier.

Arcora Gestion Monaco SAM also negotiates for you Lombard credits that enable you to dispose of liquidity without having to sell a part of your assets. These current account loans may serve to diversy your asset allocation or speed up the development of your private business goals.

A number of financial instruments can help you diversify your portfolio:

  • Shares
  • Bonds, Mutual Funds,
  • Money market, Private equity,
  • Options, Futures,
  • ETF, Structured Products,
  • Hedge Funds…

We have experience with all of these different tools to optimize risks return tradeoffs.