{"id":24,"date":"2016-10-29T15:30:22","date_gmt":"2016-10-29T13:30:22","guid":{"rendered":"http:\/\/localhost:8888\/ams\/?page_id=24"},"modified":"2018-01-04T17:13:45","modified_gmt":"2018-01-04T16:13:45","slug":"approche-dinvestissement","status":"publish","type":"page","link":"https:\/\/www.assetmanagementservices.ch\/it\/approche-dinvestissement\/","title":{"rendered":"Strategia d&#8217;investimento"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-17 fusion-parallax-none hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-background-position:left bottom;--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-top:20px;--awb-padding-bottom:20px;--awb-background-image:url(&quot;http:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/ti-b-tnyjmu-paul-e-harrer-e1480178921669.jpg&quot;);--awb-background-size:cover;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-22 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"--awb-bg-size:cover;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\"><div class=\"fusion-title title fusion-title-17 fusion-no-small-visibility fusion-title-center fusion-title-text fusion-title-size-one\" style=\"--awb-margin-top:100px;--awb-margin-bottom:100px;--awb-margin-top-small:10px;--awb-margin-right-small:0px;--awb-margin-bottom-small:10px;--awb-margin-left-small:0px;--awb-sep-color:rgba(224,222,222,0);\"><div class=\"title-sep-container title-sep-container-left\"><div class=\"title-sep sep-single sep-solid\" style=\"border-color:rgba(224,222,222,0);\"><\/div><\/div><span class=\"awb-title-spacer\"><\/span><h1 class=\"fusion-title-heading title-heading-center fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:34;line-height:1.4;\"><p id=\"page-title\" class=\"page-title\" style=\"text-align: left;\" data-shrink-original-size=\"62\"><span style=\"color: #ffffff;\">Strategia d&#8217;investimento<\/span><\/p><\/h1><span class=\"awb-title-spacer\"><\/span><div class=\"title-sep-container title-sep-container-right\"><div class=\"title-sep sep-single sep-solid\" style=\"border-color:rgba(224,222,222,0);\"><\/div><\/div><\/div><div class=\"fusion-title title fusion-title-18 fusion-no-medium-visibility fusion-no-large-visibility fusion-title-text fusion-title-size-two\" style=\"--awb-margin-top:100px;--awb-margin-bottom:100px;--awb-margin-top-small:10px;--awb-margin-right-small:0px;--awb-margin-bottom-small:10px;--awb-margin-left-small:0px;--awb-sep-color:rgba(224,222,222,0);\"><h2 class=\"fusion-title-heading title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:18;--minFontSize:18;line-height:1.5;\"><p id=\"page-title\" class=\"page-title\" style=\"text-align: left;\" data-shrink-original-size=\"62\"><span style=\"color: #ffffff;\">Strategia d&#8217;investimento<\/span><\/p><\/h2><span class=\"awb-title-spacer\"><\/span><div class=\"title-sep-container\"><div class=\"title-sep sep-single sep-solid\" style=\"border-color:rgba(224,222,222,0);\"><\/div><\/div><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-18 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-top:20px;--awb-padding-bottom:20px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-23 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"--awb-bg-size:cover;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\"><div class=\"fusion-sep-clear\"><\/div><div class=\"fusion-separator fusion-full-width-sep\" style=\"margin-left: auto;margin-right: auto;margin-bottom:100px;width:100%;\"><\/div><div class=\"fusion-sep-clear\"><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-19 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-top:20px;--awb-padding-bottom:20px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-24 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"--awb-bg-size:cover;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\"><div class=\"fusion-title title fusion-title-19 fusion-no-small-visibility fusion-title-center fusion-title-text fusion-title-size-two\" style=\"--awb-margin-top-small:10px;--awb-margin-right-small:0px;--awb-margin-bottom-small:10px;--awb-margin-left-small:0px;--awb-sep-color:#34527f;\"><div class=\"title-sep-container title-sep-container-left\"><div class=\"title-sep sep-double sep-solid\" style=\"border-color:#34527f;\"><\/div><\/div><span class=\"awb-title-spacer\"><\/span><h2 class=\"fusion-title-heading title-heading-center fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:18;--minFontSize:18;line-height:1.5;\"><p style=\"text-align: left;\"><span style=\"color: #34527f;\">I nostro approccio d&#8217;investimento<\/span><\/p><\/h2><span class=\"awb-title-spacer\"><\/span><div class=\"title-sep-container title-sep-container-right\"><div class=\"title-sep sep-double sep-solid\" style=\"border-color:#34527f;\"><\/div><\/div><\/div><div class=\"fusion-title title fusion-title-20 fusion-no-medium-visibility fusion-no-large-visibility fusion-title-center fusion-title-text fusion-title-size-one\" style=\"--awb-margin-top-small:10px;--awb-margin-right-small:0px;--awb-margin-bottom-small:10px;--awb-margin-left-small:0px;--awb-sep-color:rgba(52,82,127,0);\"><div class=\"title-sep-container title-sep-container-left\"><div class=\"title-sep sep-double sep-solid\" style=\"border-color:rgba(52,82,127,0);\"><\/div><\/div><span class=\"awb-title-spacer\"><\/span><h1 class=\"fusion-title-heading title-heading-center fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:34;line-height:1.4;\"><p style=\"text-align: center;\"><span style=\"color: #34527f;\">Il nostro approccio d&#8217;investimento<\/span><\/p><\/h1><span class=\"awb-title-spacer\"><\/span><div class=\"title-sep-container title-sep-container-right\"><div class=\"title-sep sep-double sep-solid\" style=\"border-color:rgba(52,82,127,0);\"><\/div><\/div><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-20 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-top:20px;--awb-padding-bottom:20px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-25 fusion_builder_column_1_3 1_3 fusion-one-third fusion-column-first\" style=\"--awb-bg-size:cover;width:33.333333333333%;width:calc(33.333333333333% - ( ( 4% ) * 0.33333333333333 ) );margin-right: 4%;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\"><div class=\"fusion-image-element in-legacy-container\" style=\"--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\" fusion-imageframe imageframe-none imageframe-7 hover-type-zoomin\"><img decoding=\"async\" width=\"5616\" height=\"3744\" title=\"shutterstock_139749652\" src=\"http:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_139749652.jpg\" alt class=\"img-responsive wp-image-472\" srcset=\"https:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_139749652-200x133.jpg 200w, https:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_139749652-400x267.jpg 400w, https:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_139749652-600x400.jpg 600w, https:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_139749652-800x533.jpg 800w, https:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_139749652-1200x800.jpg 1200w, https:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_139749652.jpg 5616w\" sizes=\"(max-width: 800px) 100vw, 400px\" \/><\/span><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-26 fusion_builder_column_2_3 2_3 fusion-two-third fusion-column-last\" style=\"--awb-bg-size:cover;width:66.666666666667%;width:calc(66.666666666667% - ( ( 4% ) * 0.66666666666667 ) );\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\"><div class=\"fusion-tabs fusion-tabs-7 classic nav-is-justified awb-tabs-transition awb-tabs-transition-fade horizontal-tabs icon-position-left mobile-mode-accordion\" style=\"--awb-title-border-radius-top-left:0px;--awb-title-border-radius-top-right:0px;--awb-title-border-radius-bottom-right:0px;--awb-title-border-radius-bottom-left:0px;--awb-inactive-color:#ebeaea;--awb-background-color:#ffffff;--awb-border-color:#ebeaea;--awb-active-border-color:#34527f;--awb-active-border-size:3px;--awb-transition-speed:300ms;--awb-border-size:1px;\"><div class=\"nav\"><ul class=\"nav-tabs nav-justified\" role=\"tablist\" aria-orientation=\"horizontal\"><li class=\"active\" role=\"presentation\"><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-8d93f13b76bb63e5bc9\" aria-selected=\"true\" tabindex=\"0\" id=\"fusion-tab-8d93f13b76bb63e5bc9\" href=\"#tab-8d93f13b76bb63e5bc9\"><h4 class=\"fusion-tab-heading\">OBIETTIVI<\/h4><\/a><\/li><li  role=\"presentation\"><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-e927a997c95254a5321\" aria-selected=\"false\" tabindex=\"-1\" id=\"fusion-tab-e927a997c95254a5321\" href=\"#tab-e927a997c95254a5321\"><h4 class=\"fusion-tab-heading\">APPROCCIO TOP DOWN<\/h4><\/a><\/li><li  role=\"presentation\"><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-b78f3548cc8d5ef2b37\" aria-selected=\"false\" tabindex=\"-1\" id=\"fusion-tab-b78f3548cc8d5ef2b37\" href=\"#tab-b78f3548cc8d5ef2b37\"><h4 class=\"fusion-tab-heading\">IL COMITATO INVESTIMENTI<\/h4><\/a><\/li><\/ul><\/div><div class=\"tab-content\"><div class=\"nav fusion-mobile-tab-nav\"><ul class=\"nav-tabs nav-justified\" role=\"tablist\" aria-orientation=\"horizontal\"><li class=\"active\" role=\"presentation\"><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-8d93f13b76bb63e5bc9\" aria-selected=\"true\" tabindex=\"0\" id=\"mobile-fusion-tab-8d93f13b76bb63e5bc9\" href=\"#tab-8d93f13b76bb63e5bc9\"><h4 class=\"fusion-tab-heading\">OBIETTIVI<\/h4><\/a><\/li><\/ul><\/div><div class=\"tab-pane fade fusion-clearfix in active\" role=\"tabpanel\" tabindex=\"0\" aria-labelledby=\"fusion-tab-8d93f13b76bb63e5bc9\" id=\"tab-8d93f13b76bb63e5bc9\"><div class=\"awb-tab-pane-inner\">\n<h3><span style=\"color: #34527f;\">Gli obiettivi<\/span><\/h3>\n<p class=\"p1\"><span class=\"s1\">L&#8217;obiettivo primario del gestore selezionato per gestire il Vostro portafoglio sar\u00e0 quello di trovare un equilibrio tra prestazioni e la volatilit\u00e0. Egli comporr\u00e0 il portafoglio rispettando le caratteristiche del mandato di gestione e tenendo in considerazione il livello di avversione al rischio.<\/span><\/p>\n<\/div><\/div><div class=\"nav fusion-mobile-tab-nav\"><ul class=\"nav-tabs nav-justified\" role=\"tablist\" aria-orientation=\"horizontal\"><li  role=\"presentation\"><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-e927a997c95254a5321\" aria-selected=\"false\" tabindex=\"-1\" id=\"mobile-fusion-tab-e927a997c95254a5321\" href=\"#tab-e927a997c95254a5321\"><h4 class=\"fusion-tab-heading\">APPROCCIO TOP DOWN<\/h4><\/a><\/li><\/ul><\/div><div class=\"tab-pane fade fusion-clearfix\" role=\"tabpanel\" tabindex=\"0\" aria-labelledby=\"fusion-tab-e927a997c95254a5321\" id=\"tab-e927a997c95254a5321\"><div class=\"awb-tab-pane-inner\">\n<h3><span style=\"color: #34527f;\">Un tipo di &#8220;top-down&#8221; nella determinazione delle decisioni di investimento<\/span><\/h3>\n<p>Nella nostra strategia di investimento applichiamo un approccio di tipo &#8220;top down&#8221; ; partendo dalla nostra analisi macroeconomica, si determina una ripartizione geografica e settoriale che in base alla nostra analisi riflette meglio alla situazione macroeconomica. In un secondo momento, selezioniamo i titoli che compongono il portafoglio.<\/p>\n<\/div><\/div><div class=\"nav fusion-mobile-tab-nav\"><ul class=\"nav-tabs nav-justified\" role=\"tablist\" aria-orientation=\"horizontal\"><li  role=\"presentation\"><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-b78f3548cc8d5ef2b37\" aria-selected=\"false\" tabindex=\"-1\" id=\"mobile-fusion-tab-b78f3548cc8d5ef2b37\" href=\"#tab-b78f3548cc8d5ef2b37\"><h4 class=\"fusion-tab-heading\">IL COMITATO INVESTIMENTI<\/h4><\/a><\/li><\/ul><\/div><div class=\"tab-pane fade fusion-clearfix\" role=\"tabpanel\" tabindex=\"0\" aria-labelledby=\"fusion-tab-b78f3548cc8d5ef2b37\" id=\"tab-b78f3548cc8d5ef2b37\"><div class=\"awb-tab-pane-inner\">\n<h3><span style=\"color: #34527f;\">Il Comitato investimenti<\/span><\/h3>\n<p>Un comitato di investimento si riunisce mensilmente per identificare le tendenze marcoeconomiche.<\/p>\n<p>Questo comitato valuta i rischi di mercato a breve e lungo termine e decide l&#8217;orientamento dei portafogli sulla base di questi criteri.<\/p>\n<p>Sviluppiamo quindi delle strategie di investimento in conformit\u00e0 con le conclusioni del comitato e il rischio accettato da ogni cliente.<\/p>\n<\/div><\/div><\/div><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-21 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-top:20px;--awb-padding-bottom:20px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-27 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"--awb-bg-size:cover;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\"><div class=\"fusion-title title fusion-title-21 fusion-no-small-visibility fusion-title-center fusion-title-text fusion-title-size-two\" style=\"--awb-margin-top-small:10px;--awb-margin-right-small:0px;--awb-margin-bottom-small:10px;--awb-margin-left-small:0px;--awb-sep-color:#34527f;\"><div class=\"title-sep-container title-sep-container-left\"><div class=\"title-sep sep-double sep-solid\" style=\"border-color:#34527f;\"><\/div><\/div><span class=\"awb-title-spacer\"><\/span><h2 class=\"fusion-title-heading title-heading-center fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:18;--minFontSize:18;line-height:1.5;\"><p id=\"page-title\" class=\"page-title\" data-shrink-original-size=\"62\"><span style=\"color: #34527f;\">Lo stock Picking<\/span><\/p><\/h2><span class=\"awb-title-spacer\"><\/span><div class=\"title-sep-container title-sep-container-right\"><div class=\"title-sep sep-double sep-solid\" style=\"border-color:#34527f;\"><\/div><\/div><\/div><div class=\"fusion-title title fusion-title-22 fusion-no-medium-visibility fusion-no-large-visibility fusion-title-center fusion-title-text fusion-title-size-one\" style=\"--awb-margin-top-small:10px;--awb-margin-right-small:0px;--awb-margin-bottom-small:10px;--awb-margin-left-small:0px;--awb-sep-color:rgba(52,82,127,0);\"><div class=\"title-sep-container title-sep-container-left\"><div class=\"title-sep sep-double sep-solid\" style=\"border-color:rgba(52,82,127,0);\"><\/div><\/div><span class=\"awb-title-spacer\"><\/span><h1 class=\"fusion-title-heading title-heading-center fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:34;line-height:1.4;\"><p style=\"text-align: center;\"><span style=\"color: #34527f;\">Lo stock Picking<\/span><\/p><\/h1><span class=\"awb-title-spacer\"><\/span><div class=\"title-sep-container title-sep-container-right\"><div class=\"title-sep sep-double sep-solid\" style=\"border-color:rgba(52,82,127,0);\"><\/div><\/div><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-22 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-top:20px;--awb-padding-bottom:20px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-28 fusion_builder_column_2_3 2_3 fusion-two-third fusion-column-first\" style=\"--awb-bg-size:cover;width:66.666666666667%;width:calc(66.666666666667% - ( ( 4% ) * 0.66666666666667 ) );margin-right: 4%;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\"><div class=\"fusion-tabs fusion-tabs-8 classic fusion-no-small-visibility fusion-no-medium-visibility nav-is-justified awb-tabs-transition awb-tabs-transition-fade horizontal-tabs icon-position-left mobile-mode-accordion\" style=\"--awb-title-border-radius-top-left:0px;--awb-title-border-radius-top-right:0px;--awb-title-border-radius-bottom-right:0px;--awb-title-border-radius-bottom-left:0px;--awb-inactive-color:#ebeaea;--awb-background-color:#ffffff;--awb-border-color:#ebeaea;--awb-active-border-color:#34527f;--awb-active-border-size:3px;--awb-transition-speed:300ms;--awb-border-size:1px;\"><div class=\"nav\"><ul class=\"nav-tabs nav-justified\" role=\"tablist\" aria-orientation=\"horizontal\"><li class=\"active\" role=\"presentation\"><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-cea4a01337e9e523bf1\" aria-selected=\"true\" tabindex=\"0\" id=\"fusion-tab-cea4a01337e9e523bf1\" href=\"#tab-cea4a01337e9e523bf1\"><h4 class=\"fusion-tab-heading\">ANALISI DEL RISCHIO<\/h4><\/a><\/li><li  role=\"presentation\"><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-5cc25d60a7ea8455761\" aria-selected=\"false\" tabindex=\"-1\" id=\"fusion-tab-5cc25d60a7ea8455761\" href=\"#tab-5cc25d60a7ea8455761\"><h4 class=\"fusion-tab-heading\">TITOLI<\/h4><\/a><\/li><\/ul><\/div><div class=\"tab-content\"><div class=\"nav fusion-mobile-tab-nav\"><ul class=\"nav-tabs nav-justified\" role=\"tablist\" aria-orientation=\"horizontal\"><li class=\"active\" role=\"presentation\"><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-cea4a01337e9e523bf1\" aria-selected=\"true\" tabindex=\"0\" id=\"mobile-fusion-tab-cea4a01337e9e523bf1\" href=\"#tab-cea4a01337e9e523bf1\"><h4 class=\"fusion-tab-heading\">ANALISI DEL RISCHIO<\/h4><\/a><\/li><\/ul><\/div><div class=\"tab-pane fade fusion-clearfix in active\" role=\"tabpanel\" tabindex=\"0\" aria-labelledby=\"fusion-tab-cea4a01337e9e523bf1\" id=\"tab-cea4a01337e9e523bf1\"><div class=\"awb-tab-pane-inner\">\n<h3><span style=\"color: #34527f;\">Analisi del rischio<\/span><\/h3>\n<p>Prima di effettuare un investimento ne valutiamo il rischio (stress test), la correlazione, ed i potenziali guadagni e perdite, legate alla composizione del portafoglio.<\/p>\n<\/div><\/div><div class=\"nav fusion-mobile-tab-nav\"><ul class=\"nav-tabs nav-justified\" role=\"tablist\" aria-orientation=\"horizontal\"><li  role=\"presentation\"><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-5cc25d60a7ea8455761\" aria-selected=\"false\" tabindex=\"-1\" id=\"mobile-fusion-tab-5cc25d60a7ea8455761\" href=\"#tab-5cc25d60a7ea8455761\"><h4 class=\"fusion-tab-heading\">TITOLI<\/h4><\/a><\/li><\/ul><\/div><div class=\"tab-pane fade fusion-clearfix\" role=\"tabpanel\" tabindex=\"0\" aria-labelledby=\"fusion-tab-5cc25d60a7ea8455761\" id=\"tab-5cc25d60a7ea8455761\"><div class=\"awb-tab-pane-inner\">\n<h3><span style=\"color: #34527f;\">La selezione dei titoli<\/span><\/h3>\n<p>Proponiamo portafogli direttamente investiti in azioni e obbligazioni scelte da une lista di 150 titoli monitorati da analisti esterni (sell-side) aventi una grande padronanza dei modelli di valutazione.<\/p>\n<\/div><\/div><\/div><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-29 fusion_builder_column_1_3 1_3 fusion-one-third fusion-column-last\" style=\"--awb-bg-size:cover;width:33.333333333333%;width:calc(33.333333333333% - ( ( 4% ) * 0.33333333333333 ) );\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\"><div class=\"fusion-image-element fusion-no-small-visibility fusion-no-medium-visibility in-legacy-container\" style=\"--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\" fusion-imageframe imageframe-none imageframe-8 hover-type-zoomin\"><img decoding=\"async\" width=\"5760\" height=\"3840\" title=\"shutterstock_142265971\" src=\"http:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_142265971.jpg\" alt class=\"img-responsive wp-image-473\" srcset=\"https:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_142265971-200x133.jpg 200w, https:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_142265971-400x267.jpg 400w, https:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_142265971-600x400.jpg 600w, https:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_142265971-800x533.jpg 800w, https:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_142265971-1200x800.jpg 1200w, https:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_142265971.jpg 5760w\" sizes=\"(max-width: 800px) 100vw, 400px\" \/><\/span><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-23 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-top:20px;--awb-padding-bottom:20px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-30 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"--awb-bg-size:cover;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\"><div class=\"fusion-title title fusion-title-23 fusion-no-small-visibility fusion-title-center fusion-title-text fusion-title-size-two\" style=\"--awb-margin-top-small:10px;--awb-margin-right-small:0px;--awb-margin-bottom-small:10px;--awb-margin-left-small:0px;--awb-sep-color:#34527f;\"><div class=\"title-sep-container title-sep-container-left\"><div class=\"title-sep sep-double sep-solid\" style=\"border-color:#34527f;\"><\/div><\/div><span class=\"awb-title-spacer\"><\/span><h2 class=\"fusion-title-heading title-heading-center fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:18;--minFontSize:18;line-height:1.5;\"><span style=\"color: #34527f;\">Selezione dei Fondi di terzi<\/span><\/h2><span class=\"awb-title-spacer\"><\/span><div class=\"title-sep-container title-sep-container-right\"><div class=\"title-sep sep-double sep-solid\" style=\"border-color:#34527f;\"><\/div><\/div><\/div><div class=\"fusion-title title fusion-title-24 fusion-no-medium-visibility fusion-no-large-visibility fusion-title-center fusion-title-text fusion-title-size-one\" style=\"--awb-margin-top-small:10px;--awb-margin-right-small:0px;--awb-margin-bottom-small:10px;--awb-margin-left-small:0px;--awb-sep-color:rgba(52,82,127,0);\"><div class=\"title-sep-container title-sep-container-left\"><div class=\"title-sep sep-double sep-solid\" style=\"border-color:rgba(52,82,127,0);\"><\/div><\/div><span class=\"awb-title-spacer\"><\/span><h1 class=\"fusion-title-heading title-heading-center fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:34;line-height:1.4;\"><p style=\"text-align: center;\"><span style=\"color: #34527f;\">La Selection des Fonds Externes<\/span><\/p><\/h1><span class=\"awb-title-spacer\"><\/span><div class=\"title-sep-container title-sep-container-right\"><div class=\"title-sep sep-double sep-solid\" style=\"border-color:rgba(52,82,127,0);\"><\/div><\/div><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-24 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-top:20px;--awb-padding-bottom:20px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-31 fusion_builder_column_1_3 1_3 fusion-one-third fusion-column-first\" style=\"--awb-bg-size:cover;width:33.333333333333%;width:calc(33.333333333333% - ( ( 4% ) * 0.33333333333333 ) );margin-right: 4%;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\"><div class=\"fusion-image-element fusion-no-small-visibility fusion-no-medium-visibility in-legacy-container\" style=\"--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\" fusion-imageframe imageframe-none imageframe-9 hover-type-zoomin\"><img decoding=\"async\" width=\"3000\" height=\"2000\" title=\"shutterstock_239067772\" src=\"http:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_239067772.jpg\" alt class=\"img-responsive wp-image-474\" srcset=\"https:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_239067772-200x133.jpg 200w, https:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_239067772-400x267.jpg 400w, https:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_239067772-600x400.jpg 600w, https:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_239067772-800x533.jpg 800w, https:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_239067772-1200x800.jpg 1200w, https:\/\/www.assetmanagementservices.ch\/wp-content\/uploads\/2016\/11\/shutterstock_239067772.jpg 3000w\" sizes=\"(max-width: 800px) 100vw, 400px\" \/><\/span><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-32 fusion_builder_column_2_3 2_3 fusion-two-third fusion-column-last\" style=\"--awb-bg-size:cover;width:66.666666666667%;width:calc(66.666666666667% - ( ( 4% ) * 0.66666666666667 ) );\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\"><div class=\"fusion-tabs fusion-tabs-9 classic fusion-no-small-visibility fusion-no-medium-visibility nav-is-justified awb-tabs-transition awb-tabs-transition-fade horizontal-tabs icon-position-left mobile-mode-accordion\" style=\"--awb-title-border-radius-top-left:0px;--awb-title-border-radius-top-right:0px;--awb-title-border-radius-bottom-right:0px;--awb-title-border-radius-bottom-left:0px;--awb-inactive-color:#ebeaea;--awb-background-color:#ffffff;--awb-border-color:#ebeaea;--awb-active-border-color:#34527f;--awb-active-border-size:3px;--awb-transition-speed:300ms;--awb-border-size:1px;\"><div class=\"nav\"><ul class=\"nav-tabs nav-justified\" role=\"tablist\" aria-orientation=\"horizontal\"><li class=\"active\" role=\"presentation\"><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-7acc3d3dec1738e164b\" aria-selected=\"true\" tabindex=\"0\" id=\"fusion-tab-7acc3d3dec1738e164b\" href=\"#tab-7acc3d3dec1738e164b\"><h4 class=\"fusion-tab-heading\">IL FONDI DI TERZI<\/h4><\/a><\/li><li  role=\"presentation\"><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-79f916ed9e00b45c346\" aria-selected=\"false\" tabindex=\"-1\" id=\"fusion-tab-79f916ed9e00b45c346\" href=\"#tab-79f916ed9e00b45c346\"><h4 class=\"fusion-tab-heading\">MONITORAGGIO DEI FONDI DI TERZI<\/h4><\/a><\/li><\/ul><\/div><div class=\"tab-content\"><div class=\"nav fusion-mobile-tab-nav\"><ul class=\"nav-tabs nav-justified\" role=\"tablist\" aria-orientation=\"horizontal\"><li class=\"active\" role=\"presentation\"><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-7acc3d3dec1738e164b\" aria-selected=\"true\" tabindex=\"0\" id=\"mobile-fusion-tab-7acc3d3dec1738e164b\" href=\"#tab-7acc3d3dec1738e164b\"><h4 class=\"fusion-tab-heading\">IL FONDI DI TERZI<\/h4><\/a><\/li><\/ul><\/div><div class=\"tab-pane fade fusion-clearfix in active\" role=\"tabpanel\" tabindex=\"0\" aria-labelledby=\"fusion-tab-7acc3d3dec1738e164b\" id=\"tab-7acc3d3dec1738e164b\"><div class=\"awb-tab-pane-inner\">\n<h3 data-fontsize=\"16\" data-lineheight=\"24\"><span style=\"color: #34527f;\">Nel caso di utilizzo di fondi esterni<\/span><\/h3>\n<p>Il comitato determina mensilmente l&#8217;asset allocation al fine di generare a medio e lungo termine dei redditi stabili. L&#8217;allocation su fondi di investimento viene effettuata in base a criteri specifici di AMS, ma tutti i gestori selezionati sono noti e regolarmente visitati dal nostro team.<\/p>\n<\/div><\/div><div class=\"nav fusion-mobile-tab-nav\"><ul class=\"nav-tabs nav-justified\" role=\"tablist\" aria-orientation=\"horizontal\"><li  role=\"presentation\"><a class=\"tab-link\" data-toggle=\"tab\" role=\"tab\" aria-controls=\"tab-79f916ed9e00b45c346\" aria-selected=\"false\" tabindex=\"-1\" id=\"mobile-fusion-tab-79f916ed9e00b45c346\" href=\"#tab-79f916ed9e00b45c346\"><h4 class=\"fusion-tab-heading\">MONITORAGGIO DEI FONDI DI TERZI<\/h4><\/a><\/li><\/ul><\/div><div class=\"tab-pane fade fusion-clearfix\" role=\"tabpanel\" tabindex=\"0\" aria-labelledby=\"fusion-tab-79f916ed9e00b45c346\" id=\"tab-79f916ed9e00b45c346\"><div class=\"awb-tab-pane-inner\">\n<h3><span style=\"color: #34527f;\">Monitoraggio dei Fondi di terzi<\/span><\/h3>\n<p>Seguiamo costantemente le performance e applichiamo la regola assoluta di non conservare i fondi esterni che non sono nel primo quartile ed i cui draw down sono al di sotto della media dello stesso.<\/p>\n<\/div><\/div><\/div><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><\/p>","protected":false},"excerpt":{"rendered":"","protected":false},"author":5,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"footnotes":""},"class_list":["post-24","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Strategia d&#039;investimento &#8211; 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