Discretionary investment mandates
The excellence in analysis and asset management that has defined us for more than 30 years, applied to personalised investment mandates.
Discretionary investment mandates
At Metagestión we offer a comprehensive investment management service that adapts to the needs of each individual, family or institution, either through the construction of tailored portfolios, offering a versatile and simple solution for each risk profile, or through fully customised solutions for high net worth clients who require ad-hoc treatment.
Identity
Our brand identity is independent asset management in which we put the interests of our clients above all commercial considerations. We offer an open architecture system that gives our portfolios broad flexibility, incorporating the best funds on the market, whether our own or those of third parties.
Open Architecture
Our more than 30 years of experience allow us to offer a wide range of our own funds suitable for our clients’ portfolios, also offering exposure to the best third party vehicles in those asset classes in which we are not experts. In addition, we have exclusive agreements with specialists in the area of Alternative Asset Management to offer differential solutions to our clients.
Traditional management
Equity
Fixed Income
Alternative management
Commodities
Real Estate
Alternative Funds
Private equity
The 3 pillars of our discretionary mandates
Portfolio Construction and Management
We select the best investment vehicles for each asset class, building robust portfolios that offer a risk-adjusted return appropriate to each different client profile. We manage portfolios dynamically, adjusting to the macroeconomic context and investment opportunities in the financial markets.
Risk management
In Metagestión we are very aware that in investing the greatest risk is the permanent loss of capital, which we avoid by selecting the best specialists in each asset class and offering a wide level of diversification in the portfolios. We adjust the market risk (volatility) according to each profile.
Awareness of Bias
We are aware that as investors we are our own greatest enemy. We do a recurring introspective analysis to uncover those cognitive and emotional biases that can negatively affect the portfolio construction and management process. We educate our clients to develop the right emotional framework for investment success.