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2021.10.14 Vítor Ribeiro, CFA

Investor and Speculator: definition and differences

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.

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2021.10.4 Vítor Ribeiro, CFA

Example and changes to the Investment Policy Statement

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.

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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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+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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