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A PORTFOLIO INDEX TRACKABLE BY AN INVESTMENT FUND OR SICAV

An equity fund can replicate an official stock market or sector index or it can replicate an index created by a research center, commonly referred to as “active” management. StudioFinanza offers stock market indexes for replication by an equity investment company, mutual investment or ETF fund for a low risk performance aimed at a national top return. 

Equity management is performed optimally with securities trading sessions scheduled with dates in advance. Sessions with a frequency of 7 or 10 days are sufficient, if well conceived, to manage a fund successfully and place it in the top 10% of national funds. The relationship with the company is carried out only by means of portfolio lists reports organized by ranking weights designed to be replicated by the management body within an overall goal of maximinzation of returns and minimization of trading commission costs. Periodic reports studied in detail for this purpose are sent by 10.30.am of each pre-established calendar dates to allow the manager to replicate on the same day.

The basic offer consists of a service for portfolio index reports sent every 10 days.  The consultancy is strictly limited to the investment strategy and does not provide for direct relationships with customer investors and savers, except as provided below, neither for administrative, accounting or capital fund raising tasks. The material execution of the fund transactions is up to the managing company.  The service can optionally include participation to board meetings and other meetings with shareholders promoted by the board of directors in order to illustrate investment programs and operational strategies.

type of collaboration: professional contract

The Portfolio lists. - Studiofinanza conducts two portfolio list. StudioItalia and StudioEuropa.

  Studioitalia list

A portfolio of 18 stocks selected from the manufacturing services sectors among medium-high size companies of the Italian stock exchange that meets   company management quality criteria.  It is inspired by the principle of building portfolios with fine growth in yields while at the same time providing adequate diversification and risk reduction by means of appropriate techniques of value analysis and market trends.                 

The list has been active since 2015 and has recorded in the last five years an average total annual performance including dividends of over 15% compared to a general stock market index of 2,5 % in the same period. A result that leads to a cautious estimate of an average annual performance compared to the market reference, taking into account volatility, between + 4% / + 20%.

Benchmark : Mib all shares

risk level : medium

number of estimated transactions per month: 20

 Studioeuropa List

The list is a portfolio of 18 stocks selected from the manufacturing services sectors among medium-high size companies of major european stock exchange: Germany, France, Italy, Holland, Belgium within the euro area that meets  quality criteria of company management. A list designed for fund managers or investment companies. It is inspired by the principle of building portfolios with fine growth in yields while at the same time providing adequate diversification and risk reduction by means of appropriate techniques of value analysis and market trends.                 

The list has been in being since the 30-9-20 and has recorded up to date a positive performance of +4.38%.

Benchmark : Euronext

risk level : medium

number of estimated transactions per month: 20

 

 

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Funds and SICAV strategic consutancy - basic description