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4. Performance Review and Rebalancing

Our specialists constantly monitor economic conditions in major markets and the most important events in this regard. As a result, we can follow the evolution of your portfolio and determine whether adjustments are necessary to implement it.

  • Your portfolio is constantly monitored. Your advisor will propose timely adjustments to ensure meets your investment quidelines.
  • We permanently compare your portfolio's performance against a benchmark and your investment objectives.
  • Every year, we review both your profile and investment plan. If these have changed rebalancing may be required.


A benchmark is a reference index representing the behavior of a class of assets. One of its main roles is to help in evaluating or measuring the performance of an investment portfolio. All asset classes and subclasses are measured against a benchmark or reference index.

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