Dynamic Floor Management

Added value
It increases the Client’s assets in a rising market and protects them in a falling market. In other words, we follow a “flexible” investment philosophy.

The basic elements of Dynamic Floor Management are the limit of the capital to be protected (“ the floor”) and “the multiplier”, which is used to increase exposure in stock market investments. These parameters are chosen by the Client from among the variants offered by our Bank. In Dynamic Floor Management the weights attributed to each category of investments are optimised dynamically, through the use of a mathematical algorithm that applies rules pre-defined by us.

All the profiles are preferentially oriented to the Client’s own reference currency, while investments are made using very liquid and transparent financial instruments.
Investment profiles
We offer three investment profiles for Dynamic Floor Management Mandate, characterised by three different floor/multiplier combinations, to satisfy the Client’s risk/yield expectations.
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