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Investment Portfolio

Investment Portfolio is a form of investment that allows the investor to entrust, by proxy, the investment of its assets to a manager. Unlike mutual funds, Investment Portfolio is not carried out "upstream", but separately for each client.

Being a personalized investment service and not the purchase of a standard product, the portfolio of each customer may be different from that of any other in the light of a thorough analysis of its needs and its investment objectives.

Olympia Investment Portfolios can meet the needs of both those who seek safety and protection of its assets with a view to safeguarding their assets, and those who want to seize the opportunities that arise in the markets, operating with a greater propensity to risk.

Investment Process Phases

In Olympia, we consider the investment process a top priority, which we manage systematically, rigorously and thoroughly and we review our performance with our customers in defined time horizons of 12 months. Too often, in fact, the time horizon becomes an alibi to justify the inability of traditional management models to manage portfolios in the nowadays world.

Here following the main steps of Olympia investment process:

Strategic Committee
  • Define the investment strategy for the next 12 months
Meets twice a year
Investment Committee
  • Tactical choices in order to exploit opportunities arising on the market
Meets monthly
Portfolio Managers
  • Selection of instruments and ad-hoc portfolio constructions
  • Executing the purchase and sales of in selected instruments, fine tuning

Ad hoc

 

  • Strategic Committee: Defines an efficient investment strategy and therefore expresses the guidelines and philosophy that will lead the proprietary models in the next six months, meets twice a year.
  • Investment Management Committee: Meets on a monthly basis to discuss the investment opportunities. A first top-down” analysis is carried where macroeconomic conditions and global trend are analysed in order to identify new areas that show opportunities and to review the existing Olympia investments. Subsequently, the Committee conducts an analysis of "bottom-up" at microeconomic level of specific markets and asset classes, with particular reference to fundamental valuations, timing and relative value between asset classes or instruments within the same asset class.
  • Portfolio Managers: Are in charge of the selection of the most efficient tools for managing the portfolios, they execute the purchase and sales of the selected instruments and take care of the construction of our clients' portfolios. They are supported by Olympia Lab, the research laboratory of Olympia.

Olympia carries out fully informed investment choices also thanks to a full access to the analysis of a significant number of leading financial institutions, from which to draw data with a high-quality profile and investment ideas on all asset classes, which support and help in the investment decisions. These choices are then formulated independently and on the basis of qualified information. This principle is the foundation of our ability to generate, for customers, a stable value over time in a defined time horizon.

Type of Investments

Olympia carries out the investment management mandate in line with the client risk profile and indications by employing both fixed income and growth instruments in order to achieve objectives in line with the customer individual needs with a defined and clear time horizon

Olympia usually divides the universe of investments in two main categories:

  • Fixed Income instruments: Type of instruments aimed at achieving a stable income and a mitigation of risks, which allows increasing the wealth in a gradual and conservative way. This is achieved through allocation mainly into "Fixed Income" instruments such as bonds and money market, but it also includes conservative balanced funds and flexible or absolute return funds with a low volatility;
  • Instruments focused on Growth: Assets of different types, which have a higher risk profile, such as those related to the stock market, and other alternative instruments with low correlation to traditional asset classes.