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Based on computational tools and available technology, we developed a service to test investment portfolios. This service is called Future Analyzer and is positioned alongside DIY investors.

In a world of dizzying technological advances, the Wealth Management industry is also undergoing rapid change, with a direct impact on the way we save and invest. Let's talk about Computational Finance at the service of Wealth Management.

Investor and speculator: the difference between these two types of agents operating in the financial market lies in the objective that each of them operates. We will try to demystify these two concepts, however both are pieces of a complex puzzle.

Nos últimos artigos, descrevemos as principais características da Declaração de Política de Investimento ou IPS. Para complementar a nossa análise e abordagem ao tema, apresentamos de seguida um exemplo simplificado deste documento.

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.

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.