Open architecture, multi-management, pooled fund management, securities management, alternative management, flexible management, private equity and more.
CONTACT US Join usHow a discretionary mandate works
A discretionary mandate is the best option for clients who wish to use OPPORTUNITE Group’s asset management services.
Needs assessment
Personal situation, objectives, risk tolerance.
Investor profile
Definition of investment profile and other specifics.
Management
Asset management according to the client’s best interests.
Reporting
Reporting and communication on a schedule defined with the client.
Asset allocation strategy
Our objective is to generate positive returns and at minimum preserve the invested capital regardless of market conditions.
Diversification, conviction management independent of indexes, and risk profile analysis form the basis of our management practices.
