How we work

The strategies that steer Cartesio's operations are directed to the development of the invested capital and the control of volatility, in all market contexts.

Work philosophy is inspired by:

Carefulness: low volatility approach.

Disciplinerigorous risk control, in terms of concentration and margins of discretion.

Transparency: simple and clear pricing.  

Patience: step-by-step portfolios construction model with a disciplined and dynamic investment process, in order to adapt strategies to market trends and investor needs.

Foresight: managed profiles structured on the basis of medium-term forecasts, and never on emotional reactions to unexpected factors.

Collegiality: involvement of research, risk and asset management teams in all phases of decision-making process.
Asset Management committees examine, coordinate, integrate and balance all investment choices.