"Each year, CFI.co seeks out individuals and organisations that contribute significantly to the convergence of economies and truly add value for all stakeholders. The Awards Programme aims to identify and reward excellence wherever it is found in the hope to inspire others to further improve their own performance."
״...The Awards utilise a methodology involving a quantitative screening - provided by Lipper, part of Refinitiv - to develop shortlists for categories of funds, which are then subject to a qualitative assessment - performed using the SharingAlpha platform - to arrive at the winners.״
Diversifying your assets across jurisdictions, investment classes and currencies is very important in order to successfully achieve your investment objective. It focuses on creating a balanced portfolio, by allocating some of your assets to higher risk investments and others to low-risk and predictable return investments. This balance helps you achieve more stable and predictable growth over time, without being exposed to intolerable risk levels.
As an independent third party advisor, we carefully select investment managers based on their competencies and suitability to fit your purposes. Being located in Zurich - the heart of Switzerland, a worldwide financial center, allows us to benefit from a steady inflow of professional know-how, enabling us to cherry pick the best investment solutions for you.m
When creating your portfolio, we take into consideration your objective and subjective risk profile in order to obtain an optimal RR ratio. Unlike many other banks and financial institutions, our investment decisions are not being dictated by internal policies, allowing us to create the optimal balance together with you.m