Tressis portfolio management

The agreement under which Tressis SV, a subsidiary of Mora Banc Grup, SA, provides advisory services to MoraBanc enables us to offer diversified portfolios tailored to each client’s needs, backed by a robust and highly positive track record.

Diversification and types of funds

Monthly review of euro-denominated managed portfolios. Risk-based asset allocation methodology.

We include the investment funds that are the best fit and have the lowest management fees.

Dynamism, active management and flexibility

We adjust the portfolios’ asset allocation to take advantage of market opportunities and manage risks efficiently.

We adapt the portfolio’s positioning quickly in response to changes in the markets or needs, taking each investor’s profile into account, to ensure it is always aligned with their objectives.

Risk management and control

We select the best investment funds through many different distribution agreements with more than 150 national and international fund managers.

We ensure our clients’ mandate is followed by integrating and measuring portfolio risk throughout all stages of the investment process.

MoraBanc Portfolio Management

We offer you three portfolios managed in-house by the MoraBanc team with extremely exhaustive control processes and professional structured management

MoraBanc Direct Portfolio

Direct-investment equity and bond portfolios with a focus on value and quality.

MoraBanc Multiasset Portfolio

Investment fund portfolios with more dynamic and tactical ‘signature’ management.

Mora Global Portfolio

Combining proprietary and leading managers’ funds with attractive returns in different economic environments.

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Mora Banc Grup, SA,Mora Banc Grup, SA, with registered office at Av. Meritxell number 96, AD500 Andorra la Vella, is responsible for the processing of personal data contained in this form for the purpose of addressing your request. At any time you can access, rectify, delete, limit, oppose, request portability and withdraw your consent through the following email address: dpo@morabanc.ad. For more information on the processing of personal data by Mora Banc Grup, SA, please consult the Privacy Policy.

You can also contact us by calling +376 884 884

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