TAILOR MADE APPROACH

Every investor has very specific needs with different expectations. He may be confronted with the flaws of traditional asset management such as: underperformance by active asset managers, lack of clarity on the global functioning of products, poor liquidity and quality of alternative solutions.

OUR EXPERTISE

Finvex provides a wide range of services:

  • access to performing investment strategies via custom indexation;
  • creation of solutions with higher control mechanisms on risk (volatility control, risk budgeting, capital gains protection);
  • Introduction to liquid alternative instruments;
  • development of high-quality marketing materials.

We also offer our clients full flexibility, independence and we work in a transparent way respecting the highest integrity and quality standards.

EXAMPLE OF TAILOR MADE INDEX

Ecofi has requested a specific index consisting of 33 stocks, equally weighted, which target the largest European listed companies with high Environmental, Social and Governance ratings.

ecofi logo
Index Name Ecofi SRI Europe
Index Type Price Return
Currency EUR
BBG Mnemonic EISRIEI
Live Since November 2015
Rebalancing Frequency Monthly
Weighting Methodology Equal Weighting