Our competence has been built with a long time experience in managing private and institutional portfolios. Our Team follows a strict analysis process to select and invest in every single asset.
Discretionary portfolio management and wealth advisory are are governed by a transparent process.
AISM is licensed by the CSSF to provide investment services, primarily the management of portfolios of investments, including those owned by pension funds and institutions for occupational retirement provision, in accordance with mandates given by investors on a discretionary, client-by-client basis.
Our services are composed by three strategies:
Intended for customers seeking moderate capital growth, together with profitability, through conservative asset management of a mainly bond nature. The estimate result of this strategy should be evaluated at the end of an investment horizon of at least 3 years.
Aimed at optimized whose volatility of periodic performance is comparable to an internationally diversified portfolio, including bond and equity investments, aiming for an absolute performance positive. The estimate of the result of this strategy is to be evaluated at the end of the investment Horizon of at least 5 year.
Generate a high performance of portfolio within a time horizon of at least five years. The investor is willing to accept the risk in relation to capital growth. Investments in shares may be the main component of the portfolio.
The research and selection of funds or managers takes place through a sophisticated process of analysis and control of risks and returns.
Benefiting from a long experience and a quantitative mathematical approach, our team has developed a high capacity to analyse and control the risk of the Funds universe, whether we are talking about classical or alternative instruments.
Basing ourselves on our professional skills, we have created our analysis system that allows not only to monitor individual assets, but also to aggregate them into efficient portfolios.