Investment Process

The asset allocation implemented by PBS SMART Portfolio is dynamic and adaptive in order to preserve capital in any market cycles

PBS SMART:
A ROBUST AND
TRANSPARENT
INVESTMENT
PROCESS


pbsicon01DIVERSIFICATION

Exposure to more than 20 sub-asset classes with global reach (equities, fixed income, commodities and real estate)

pbsicon02OPEN ARCHITECTURE

A fully independent vehicle selection (mutual funds and ETFs). A multi-management solution with a “best in class” approach

pbsicon04DYNAMIC ALLOCATION

Captures asset class trends and mitigates risk through a reallocation to Cash in order to preserve capital in phases of market correction

pbsicon03REGULATION AND TRANSPARENCY

Strategy conforms with UCITS IV regulation. Daily liquidity and transparent portfolio