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2021.9.24 Vítor Ribeiro, CFA

IPS - Investor preferences and restrictions

Investor preferences and restrictions are part of the process of constructing the Investment Policy Statement or IPS. Investors must take into account the restrictions, preferences and constraints that affect the investment plan.

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2021.9.17 Vítor Ribeiro, CFA

Investment goals, risk and return in the IPS

Describing the investment, risk and return goals is one of the most important phases in constructing the Investment Policy Statement or IPS. Setting goals makes investors less likely to react to market changes.

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Investment Policy Statement IPS
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2021.9.10 Vítor Ribeiro, CFA

Investment Policy Statement: definition and its importance

IPS is an acronym for Investment Policy Statement. It is an investment policy declaration, a strategic guide on how to invest money, how to schedule and implement an investment plan.

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2021.8.27 Vítor Ribeiro, CFA

The importance of Financial Literacy

Financial Literacy must be a transversal effort by the entire community to make it more credible, professional and transmit more confidence and value to the industry, as all market participants are subject to bias and errors - professionals and investors.

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2021.8.19 Vítor Ribeiro, CFA

Diversification: from Traditional Portfolio to Modified Portfolio

Portfolio diversification involves putting money into more than one financial application. We will try to answer two questions: what mechanisms exist to overcome these mistakes and how we should build the investment portfolio.

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2021.8.16 Vítor Ribeiro, CFA

The great debate on Inflation

Understand why prices go up from time to time and what are the causes of inflation. A definida é definida como uma subida generalizada dos preços e não apenas uma subida de determinado produto ou serviço. Ou seja, podemos ter um grande aumento no preço de um artigo específico e não termos relativos.

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+351 939873441 (Vítor Mário Ribeiro, CFA)

+351 938438594 (Luís Silva)

future@futureproof.pt

Future Proof is an Appointed Representative of Banco Invest, S.A.. It is registered at CMVM.

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