Modern asset management has to confront significant challenges both with respect to changing regulations and to the financial markets themselves. The succession of crises and transformation of the environment has made the management of financial assets a particularly complex task.
While based on the traditional principles of portfolio management such as the diversification of positions or fundamental evaluations of companies, AlphaMatrix has developed a multi-dimensional concept of financial asset management that integrates additional elements such as macroeconomic modelling, econometrics, market psychology, timing and graphic analysis techniques. The discretionary mandate given by our clients is based essentially on this concept, allowing inclusion of the following stages in the framework of the investment decision-making process:
- Macroeconomic scenarios
- Thematic filter
- Evaluation of companies
- Graphic analyses
- Modelling
- Implementation and decision