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2021.10.29 Vítor Ribeiro, CFA

Future Analyzer: an unbiased Portfolio analysis

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.

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2021.10.24 Vítor Ribeiro, CFA

Computational finance at the service of Wealth Management

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.

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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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+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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