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Asset Management

Our Asset Management Department is responsible for managing the club´s investment funds. All investment decisions are based on thorough analysis of several categories of assets and all financial results are calculated in real-time financial fluctuations, creating a simulated experience of a real portfolio management.


Our asset managers are part of the top finance students of ISCTE Business School and have deep analytical skills in Portfolio Theory, Asset Allocation, Quantitative Methods, Equity Research, Hedging and Risk Management.
 

We follow the industry standards in all our content and financial reports, optimizing different investment strategies in order to meet the portfolio performance objectives.

Gonçalo Mendes Pereira

HEAD OF ASSET MANAGEMENT

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ITIC US Multi-Asset Conservative Fund

(Updated 04/29)

NAV

1,037,503 $

NAV (Since creation)

+0.93%

Equity Composition

35%

Portfolio Beta

0.3663

VAR (Value at Risk)

18,730 $

Country

US Only

Factsheet:

(Download)

Prospectus:

(Download)

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