The portfolio management activity is carried out both collectively and individually.
To date Marzotto SIM acts as delegated manager for the two SICAVs Pharus Active Bond and Pharus Active Diversified.
The first one focusing mainly on the bond markets, while the second covering stock investment opportunities as well. Both options are managed with an absolute return approach.
In terms of individual asset management activity, Marzotto SIM offers two main investment solutions. The standard one consists in the selection of the most appropriate solution, within our existing products, according to the client’s risk/return profile. The tailored one consists in the creation of a customized portfolio that best suits specific client needs when these aren’t met through our existing products.
In any case, the continuous monitoring of both the financial needs of the customer and the current investment positions are a solid base to build a trusting and lasting relationship with our clients.