Investment Process
Totally Independent – No commitments to any fund houses
For investment in Cyprus, we refer to our MiFID-regulated company Aisa International s.r.o., ID 28224981. All of the OpesFidelio Cyprus directors have successfully passed the CySEC* advance examination
Aisa International’s team of experienced and qualified investment professionals offer our clients a truly personal and responsive service delivering re-assurance in a wholly transparent way.
Investors nowadays are often overwhelmed by the sheer number of investment proposals on offer. These proposals often set out to coax and cajole on an emotional basis rather than offering any consistent investment method.
*CySEC – Cyprus Securities and Exchange Commission, is the investment regulator in Cyprus. Anyone giving investment advice in Cyprus should hold this exam.
Investment Style
Our investment style makes sense for all the following reasons:
Our service stands out from the pack
Our style stems from our conviction of its underlying merits
Our investment method is easily understood in terms of financial rationality and prefers the construction of a trustworthy relationship
True diversification lies in investment styles
Aisa International’s Investment team meetings are held every quarter to discuss and review issues affecting our investors.
Building a Balanced Portfolio Through Expert Analysis
Objectives:
Risk Analysis
Due Diligence
Asset Weighting
Fund Selection
Asset Allocation
We conduct research at our seminars (2002-on), where we give some fantastic information on asset allocation and how it can be applied. As a direct result of this research, we have created fund recommendations updated every 3 months with easy explanations of Asset Allocation – how it works from bottom up and top down – and how it can form the main plank of any investment strategy.
However, due to regulation and the issues surrounding releasing this information, and it being mistakenly or incorrectly applied, it has been concluded to retain it for our paying clients.
What investment classes are there?
Cash and Fixed Interest
Property (UK & Overseas)
UK Equities
Overseas Equities and Fixed Interest
Commodities & Derivatives
Alternatives
Which all require SPECIALIST investment advice.
Whether it be Exchange Traded Funds, shares, gilts or property, then you can be assured that an Aisa Group adviser has the appropriate HIGHER qualification.
Commodities are also considered on an individual basis. As for the various investment classes there are hundreds of investment products available from many different companies, and if you are attempting to do it by yourself, choosing one that’s right for you might seem like an uphill struggle. It is proven that good financial planning can provide more benefits that DIY’ers.
Get in Touch for Assistance and Help
We must make it clear that whilst you can get all kinds of ‘unbiased’ information from all over the web, this will not make you an overnight expert and it will often not answer the questions that you are not even aware you should be asking yourself! For complete reassurance you should be seeing a specialist – one who has both technical knowledge far in excess of a website, and also the experience of answering the questions that only he/she can know should be asked.