Investment process

Rigorous, reproducible and transparent investment process

  • ADAPTED TO YOUR NEEDS

    Your objectives and constraints are included in a high-performing and flexible investment process in order to offer you a result suited to market evolutions.

  • A CLEARLY DEFINED INVESTMENT STRATEGY

    In-depth evaluation of global macro-economic perspectives and financial markets allows our investment committee to determine our placement strategy.

    In parallel, it is subject to continual risk monitoring in order to ensure the coherence of our choices and that they are suited to market conditions.

  • IMPACT ON YOUR PORTFOLIO

    Applied to the individual objectives of each client, this strategy makes it possible to allocate assets in a manner specific to each institution and determine the margins of fluctuation. For the presentation of results, our team makes available to you a synthesized performance report, which provides you with detailed monitoring of your portfolio.

Wealth Advice and Management
Investment process
Type of assets

Do you need help?

The Alma Management team is available to help you.

Vous avez besoin d'un un processus d’investissement performant et souple ?

Alma Management est là pour vous accompagner !