By granting a portfolio management mandate to BlueInvest Captal, clients can delegate the responsibility for the investment decisions and benefit from the continuous monitoring of the investment by a professional team.
The Portfolio Management mandate confers to BlueInvest full discretion to manage the assets according to a pre-agreed risk profile drawn up with the client.
Clients delegate the day-to-day investment decisions to BlueInvest, however the asset management company has a limited power of attorney on the account: in fact it has the authority to manage the assets but is not allowed to wire cash or securities out of the account.
Our team will work efficiently with the client to ensure to meet his financial objectives and manage his money wisely and prudently, according to the agreed specifications
BlueInvest applies the most modern management and trading techniques to all asset classes, from traditional securities to commodities and alternative investments, in order to achieve a long-term success.
Our Asset Management approach
In order to balance the unexpected market variations, our management service is active, flexible, and prompt:
– Active: Aimed to over-perform the reference benchmark and to balance the exposure to the market
– Flexible: the portfolio is accurately adjusted and rebalanced based on the changing of economic and financial conditions
– Prompt: we constantly analyse volatility in order to profit by the excesses, which determine the best opportunities for each security purchases and sales.