Understanding the behaviour of the financial markets is the key step in the investment decision process. Jade identified series of key indicators which ease and summarize the impact of latest events on the financial markets and allow the readers to fix quickly the latest situation and take appropriate decisions accordingly.

The topics covered are the following:

·         Global Financial Markets evolution

·         Economic Outlook of leading or specific economies

·         Monetary Policy of leading economies

·         Specific studies on single country or asset class

Portfolio analysis involves quantifying the operational and financial impact of the investments on the portfolio. It is key to evaluate the performances of made or potential investments and estimate the optimal investment timing taking into consideration the returns and the associated risks. Jade developed its own tools for the calculation of the performance and risk indicators of a single investment and its related behaviour with regards to its portfolio. The provided reports allow our clients to determine the situation of a given portfolio at any time and obtain a close monitoring over time.

The portfolio behaviour can be monitored with different approaches: absolute value, reference market, target asset class or even with individual securities selected by the client.

 Disclaimer: We provide research services only and do not offer advise or management on securities portfolios.