Strategy

Our strategies derive from a clear and comprehensive analysis of market conditions. We define together your financial objectives and implement the optimal personalized investment policy. Our management is based amongst other things on the fundamental principles of asset allowance:

Strategic allocation

The composition of the portfolio is defined based on the long term risk-reward ratio considering currency outlook, regional potential, country and sector forecasts. Thus, the strategic weighting strongly depends on the defined reference currency.

Tactical allocation

Aim at exploiting short term financial market opportunities. This consists of under-weighting or over-weighting asset classes on the basis of their estimated risk-reward ratio.

Partenaires financiers

logo-ubs logo-credit-suisse logo-julius
logo-lombard logo-bcv logo-bcvs

DP Finance et Gestion SA est membre de l’ASG

logo_vsv