{"id":26550,"date":"2016-02-10T18:54:07","date_gmt":"2016-02-10T18:54:07","guid":{"rendered":"https:\/\/www.norzpatrimonia.com\/como-lo-hacemos\/"},"modified":"2024-12-19T09:05:14","modified_gmt":"2024-12-19T09:05:14","slug":"selecting-assets-how-do-we-do-it","status":"publish","type":"page","link":"https:\/\/www.norzpatrimonia.com\/en\/selecting-assets-how-do-we-do-it\/","title":{"rendered":"SELECTING ASSETS. HOW DO WE DO IT?"},"content":{"rendered":"

[vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” text_align=”left” background_animation=”none” css_animation=””][vc_column offset=”vc_hidden-xs”][vc_empty_space height=”130px”][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” text_align=”left” background_animation=”none” css_animation=””][vc_column][rev_slider alias=”informes-1″][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css_animation=””][vc_column][vc_empty_space height=”25px”][vc_column_text]<\/p>\n

WE USE OUR OWN ASSET SELECTION MODELS<\/strong><\/span><\/h2>\n

[\/vc_column_text][vc_empty_space height=”45px”][vc_column_text]<\/p>\n

Our main competitive advantage is our expertise in the analysis and valuation of valuation of financial assets, as well as their selection. The same expertise exists is in every one of our screening processes.<\/span><\/p>\n

[\/vc_column_text][vc_empty_space height=”45px”][vc_row_inner row_type=”row” type=”full_width” use_row_as_full_screen_section_slide=”no” text_align=”left” css_animation=””][vc_column_inner width=”1\/2″][vc_column_text]<\/p>\n

SELECTION PROCESS OF EQUITIES AND BONDS<\/span><\/h4>\n

[\/vc_column_text][vc_separator type=”normal” border_style=”solid” color=”#ee7952″][vc_empty_space height=”15px”][vc_column_text css=”.vc_custom_1580124863961{padding-left: 20px !important;}”]Universe<\/strong>:<\/span> 8,000 listed companies worldwide.<\/p>\n

Style selection<\/strong>:<\/span> Intrinsic Value.<\/p>\n

Methodology<\/strong>:<\/span><\/p>\n

    \n
  • Phase 1<\/strong> – Macroeconomic and industry analysis<\/li>\n
  • Phase 2<\/strong> – Microeconomic analysis of companies<\/li>\n
  • Phase 3<\/strong> – Risk management and capital protection<\/li>\n
  • Phase 4<\/strong> – Monitoring<\/li>\n<\/ul>\n

    [\/vc_column_text][vc_empty_space height=”25px”][\/vc_column_inner][vc_column_inner width=”1\/2″][vc_column_text]<\/p>\n

    SELECTION PROCESS OF MUTUAL FUNDS<\/span><\/h4>\n

    [\/vc_column_text][vc_separator type=”normal” border_style=”solid” color=”#ee7952″][vc_empty_space height=”15px”][vc_column_text css=”.vc_custom_1580125033038{padding-left: 20px !important;}”]Universe<\/strong>:<\/span>\u00a0200,000 funds worldwide.<\/p>\n

    Style selection<\/strong>:<\/span> Intrinsic Value.<\/p>\n

    Methodology<\/strong>:<\/span><\/p>\n

      \n
    • Phase 1<\/strong> –\u00a0Categorisation of the universe of analysis<\/li>\n
    • Phase 2<\/strong> –\u00a0Application of internal model selection (internal scoring)<\/li>\n
    • Phase 3<\/strong> –\u00a0Determination of the optimal portfolio<\/li>\n
    • Phase 4<\/strong> – Control and Monitoring<\/li>\n<\/ul>\n

      [\/vc_column_text][vc_empty_space height=”25px”][\/vc_column_inner][\/vc_row_inner][vc_empty_space height=”25px”][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” text_align=”left” background_animation=”none” css_animation=”” css=”.vc_custom_1461609334510{background-color: #ffffff !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column][vc_empty_space height=”30px”][vc_row_inner row_type=”row” type=”grid” use_row_as_full_screen_section_slide=”no” text_align=”left” css_animation=””][vc_column_inner][vc_column_text]<\/p>\n

      OUR ADVISORY MODEL<\/strong><\/span><\/h2>\n

      [\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_empty_space height=”25px”][vc_row_inner row_type=”row” type=”grid” use_row_as_full_screen_section_slide=”yes” text_align=”left” css_animation=””][vc_column_inner width=”1\/3″][vc_column_text]<\/p>\n

      Investment Policy<\/span><\/h3>\n

      [\/vc_column_text][vc_empty_space height=”15px”][vc_column_text]<\/p>\n

      We define five\u00a0different risk profiles\u00a0<\/b>depending on the maximum level of their exposure to equities.<\/p>\n

      [\/vc_column_text][vc_empty_space height=”15px”][vc_single_image image=”22064″ img_size=”full” alignment=”center” qode_css_animation=””][vc_empty_space height=”15px”][\/vc_column_inner][vc_column_inner width=”1\/3″][vc_column_text]<\/p>\n

      Construction<\/span><\/h3>\n

      [\/vc_column_text][vc_empty_space height=”15px”][vc_column_text]<\/p>\n

      Through\u00a0our own valuation models created from the experience gained in more than 25 years<\/b>\u00a0managing financial assets, we determine the amount of each optimal asset within the portfolio.\u00a0\u00a0<\/span>Based on this, the financial assets of each class are chosen with the greatest\u00a0\u00a0<\/span>potential for the desired goal in mind.<\/p>\n

      [\/vc_column_text][vc_empty_space height=”15px”][vc_single_image image=”26556″ img_size=”full” alignment=”center” qode_css_animation=””][vc_empty_space height=”15px”][\/vc_column_inner][vc_column_inner width=”1\/3″][vc_column_text]<\/p>\n

      Tracking<\/span><\/h3>\n

      [\/vc_column_text][vc_empty_space height=”15px”][vc_column_text]<\/p>\n

      We are continuously\u00a0monitoring the portfolio<\/b>\u00a0and carrying out a daily check of the portfolio positions. All positions are adjusted in accordance with the agreed objectives of the investment policy. If required, we adjust the portfolio according to market conditions.<\/p>\n

      [\/vc_column_text][vc_empty_space height=”15px”][vc_single_image image=”26558″ img_size=”full” alignment=”center” qode_css_animation=””][vc_empty_space height=”15px”][\/vc_column_inner][\/vc_row_inner][vc_empty_space height=”15px”][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

      [vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” text_align=”left” background_animation=”none” css_animation=””][vc_column offset=”vc_hidden-xs”][vc_empty_space height=”130px”][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” text_align=”left” background_animation=”none” css_animation=””][vc_column][rev_slider alias=”informes-1″][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” text_align=”left” background_animation=”none” css_animation=””][vc_column][vc_empty_space height=”25px”][vc_column_text] WE USE OUR OWN ASSET SELECTION MODELS [\/vc_column_text][vc_empty_space height=”45px”][vc_column_text] Our main competitive advantage is our expertise in the analysis and valuation of…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"full_width.php","meta":{"_monsterinsights_skip_tracking":false,"episode_type":"","audio_file":"","podmotor_file_id":"","podmotor_episode_id":"","cover_image":"","cover_image_id":"","duration":"","filesize":"","filesize_raw":"","date_recorded":"","explicit":"","block":"","_joinchat":[],"footnotes":""},"class_list":["post-26550","page","type-page","status-publish","hentry"],"yoast_head":"\nOwn asset selection models. - Norz Patrimonia<\/title>\n<meta name=\"description\" content=\"Our main competitive advantage is our expertise in the analysis and valuation of valuation of financial assets, as well as their selection. 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