Asset management
Philosophy
CEFISA’s raison d’être is defined by its philosophy in respect of asset management.
While it is easy to increase its capital when markets are bullish, it is more difficult to preserve it in times of crisis.
By taking care to steer clear of all standardisation and subjectivity, we promote an approach permiting our clients to have a long-term view and, at the same time, to be better prepared for short-term challenges. Our strength lies in adapting ourselves regularly to the different market situations so as to best preserve capital in a time of crisis, and to make that capital advance when the markets are ready for it.
Naturally, our sphere of investments includes all the main kinds of asset classes: money markets, bonds, equities, commodities, precious metals and real estate.
Contents
Methodology
Asset allocation