Results
The absolute and relative performance of funds and portfolios has been generally positive in a year of much market turmoil. The decision-making processes to implement the tactical and strategic movements of portfolios have been further strengthened, while prioritising flexibility and agility in the movements and gaining even more in-depth knowledge of the underlying assets
Service
With a clear vocation to publicise and promote the sale of all our services and products, the commercial department (created at the end of 2019) has focused on increasing internal communication with the different segments and enhancing external relationships with customers, the media and social media.
Product
We have simplified our profiling range, created distribution classes, launched selected sector products, while reinforcing our sustainable approach in various products. At the same time, the management company has been designed to extend the ESG philosophy to our product range and strengthen the discretionary portfolio management area in the coming years. All this is unique to a strong commitment to communicating through videos, improving product sheets and presentations.
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