We advice in mutual funds with our website giving a level of risk of each client (with 10 questions), an asset allocation and the funds which our tool detects are optimal for the client depending of the amount to invest.
In addition to this, we do a follow of the recommendation of each client sending an email each week showing the portfolio´s performance and if it´s necesary that makes changes in it.
To give recommendations we use a four-quadratic algorithms chained based on Markowitz´s theory. The first gives the level of risk after answer the 10 questions (0-99); the second calculates the number of funds which fix with the amount to invest, the third does the asset allocation of the clients and the last one gives the name of the funds and the amount in each fund.
Other services that we give are a calculate of the cost to keep invest ir the funds that we advice, it is possible to compare with the cost of our own portfolio.
This comparison is possible to do with the historical perfo...
We advice in mutual funds with our website giving a level of risk of each client (with 10 questions), an asset allocation and the funds which our tool detects are optimal for the client depending of the amount to invest.
In addition to this, we do a follow of the recommendation of each client sending an email each week showing the portfolio´s performance and if it´s necesary that makes changes in it.
To give recommendations we use a four-quadratic algorithms chained based on Markowitz´s theory. The first gives the level of risk after answer the 10 questions (0-99); the second calculates the number of funds which fix with the amount to invest, the third does the asset allocation of the clients and the last one gives the name of the funds and the amount in each fund.
Other services that we give are a calculate of the cost to keep invest ir the funds that we advice, it is possible to compare with the cost of our own portfolio.
This comparison is possible to do with the historical performance too.
We use Morningstar and Bloomberg to take data.
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