{"id":4279,"date":"2025-03-03T08:58:54","date_gmt":"2025-03-03T07:58:54","guid":{"rendered":"https:\/\/www.aif.li\/portfolio-management\/"},"modified":"2025-03-07T10:36:20","modified_gmt":"2025-03-07T09:36:20","slug":"portfoliomanagement","status":"publish","type":"page","link":"https:\/\/www.aif.li\/en\/portfoliomanagement\/","title":{"rendered":"Portfolio Management"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"4279\" class=\"elementor elementor-4279 elementor-2570\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-af9db6d elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"af9db6d\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-wide\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-be61c67\" data-id=\"be61c67\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ad19b97 elementor-widget elementor-widget-heading\" data-id=\"ad19b97\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Portfolio Management<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1dadc9c elementor-section-content-middle animated-slow elementor-section-boxed elementor-section-height-default elementor-section-height-default elementor-invisible\" data-id=\"1dadc9c\" data-element_type=\"section\" data-e-type=\"section\" id=\"performance\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-wide\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-6e271c0\" data-id=\"6e271c0\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a1ef332 elementor-widget elementor-widget-text-editor\" data-id=\"a1ef332\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>With over 20 years of expe\u00adri\u00adence and a vol\u00adume of over 500 mil\u00adlion euros under man\u00adage\u00adment, we have suc\u00adcess\u00adful\u00adly steered our port\u00adfo\u00adlios through numer\u00adous mar\u00adket crises. We do far more than just select the right invest\u00adments \u2014 we offer holis\u00adtic asset man\u00adage\u00adment and take care of all oper\u00ada\u00adtional and strate\u00adgic aspects: <\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a8fd231 animated-slow elementor-widget elementor-widget-text-editor\" data-id=\"a8fd231\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul>\n<li><strong>Indi\u00advid\u00adual invest\u00adment strat\u00ade\u00adgy<br><\/strong>Devel\u00adop\u00adment of a cus\u00adtomized asset allo\u00adca\u00adtion based on the clien\u00adt\u2019s objec\u00adtives and risk tol\u00ader\u00adance\n<\/li>\n<li><strong>Ongo\u00ading analy\u00adsis &amp; adjust\u00adment<br><\/strong>Ongo\u00ading mar\u00adket obser\u00adva\u00adtion, risk man\u00adage\u00adment and port\u00adfo\u00adlio opti\u00admiza\u00adtion\n<\/li>\n<li><strong>Trans\u00adac\u00adtion pro\u00adcess\u00ading<br><\/strong>Effi\u00adcient and cost-effec\u00adtive imple\u00admen\u00adta\u00adtion of pur\u00adchas\u00ades, sales and real\u00adlo\u00adca\u00adtions\n<\/li>\n<li><strong>Mon\u00adi\u00adtor\u00ading &amp; con\u00adtrol<br><\/strong>Detailed review of bank state\u00adments, cost con\u00adtrol and ensur\u00ading trans\u00adpar\u00adent fee struc\u00adtures\n<\/li>\n<li><strong>Report\u00ading &amp; per\u00adfor\u00admance analy\u00adsis<br><\/strong>Reg\u00adu\u00adlar reports on per\u00adfor\u00admance, risks and asset devel\u00adop\u00adment\n<\/li>\n<li><strong>Coor\u00addi\u00adna\u00adtion with banks &amp; tax advi\u00adsors<br><\/strong>Review of con\u00addi\u00adtions, nego\u00adti\u00ada\u00adtions with banks and coor\u00addi\u00adna\u00adtion of tax aspects\n<\/li>\n<li><strong>Risk man\u00adage\u00adment &amp; cri\u00adsis man\u00adage\u00adment<br><\/strong>Proac\u00adtive mea\u00adsures to pro\u00adtect assets in volatile mar\u00adket phas\u00ades<\/li>\n<\/ul>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5ac3f9f elementor-widget elementor-widget-text-editor\" data-id=\"5ac3f9f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Thanks to our many years of expe\u00adri\u00adence, we have already suc\u00adcess\u00adful\u00adly nav\u00adi\u00adgat\u00aded through crises such as the 2008 finan\u00adcial cri\u00adsis, the 2010\u20132012 euro cri\u00adsis and the 2020 coro\u00adn\u00adavirus crash. Our spe\u00adcial\u00adist port\u00adfo\u00adlio man\u00adagers focus on large indi\u00advid\u00adual assets and are reli\u00adable part\u00adners for our clients, help\u00ading them to secure and devel\u00adop their assets over the long term. <\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8586934 elementor-widget elementor-widget-spacer\" data-id=\"8586934\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-448bd9f elementor-widget elementor-widget-toggle\" data-id=\"448bd9f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"toggle.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-toggle\">\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-7181\" class=\"elementor-tab-title\" data-tab=\"1\" role=\"button\" aria-controls=\"elementor-tab-content-7181\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">Port\u00adfo\u00adlio strate\u00adgies<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-7181\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"region\" aria-labelledby=\"elementor-tab-title-7181\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"4299\" class=\"elementor elementor-4299 elementor-3691\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-06bdef1 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"06bdef1\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0942573\" data-id=\"0942573\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-bd5aa17 elementor-tabs-view-horizontal elementor-widget elementor-widget-tabs\" data-id=\"bd5aa17\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"tabs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-tabs\">\n\t\t\t<div class=\"elementor-tabs-wrapper\" role=\"tablist\">\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-1981\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"true\" data-tab=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"elementor-tab-content-1981\" aria-expanded=\"false\">Defen\u00adsive<\/div>\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-1982\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"false\" data-tab=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1982\" aria-expanded=\"false\">Bal\u00adanced<\/div>\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-1983\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"false\" data-tab=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1983\" aria-expanded=\"false\">Dynam\u00adic<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<div class=\"elementor-tabs-content-wrapper\" role=\"tablist\" aria-orientation=\"vertical\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"true\" data-tab=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"elementor-tab-content-1981\" aria-expanded=\"false\">Defen\u00adsive<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1981\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-1981\" tabindex=\"0\" hidden=\"false\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"4293\" class=\"elementor elementor-4293 elementor-3725\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-222e87e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"222e87e\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8b8f1c2\" data-id=\"8b8f1c2\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e2adce9 elementor-widget elementor-widget-text-editor\" data-id=\"e2adce9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Tar\u00adget return:<\/strong> 6%<br><strong>Focus:<\/strong> Cap\u00adi\u00adtal preser\u00adva\u00adtion, low volatil\u00adi\u00adty<br><strong>Goal:<\/strong> Hedg\u00ading against mar\u00adket volatil\u00adi\u00adty and gen\u00ader\u00adat\u00ading sta\u00adble returns<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9e4e0d8 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"9e4e0d8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7e733a2 elementor-widget elementor-widget-text-editor\" data-id=\"7e733a2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong style=\"font-size: 16px; color: var( --e-global-color-text ); background-color: var( --e-global-color-6abd964c );\">Asset allo\u00adca\u00adtion<\/strong><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b31ffc2 elementor-widget elementor-widget-image\" data-id=\"b31ffc2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"768\" height=\"520\" src=\"https:\/\/www.aif.li\/wp-content\/uploads\/2025\/03\/portfoliostrategie_defensiv_en-768x520.png\" class=\"attachment-medium_large size-medium_large wp-image-4344\" alt srcset=\"https:\/\/www.aif.li\/wp-content\/uploads\/2025\/03\/portfoliostrategie_defensiv_en-768x520.png 768w, https:\/\/www.aif.li\/wp-content\/uploads\/2025\/03\/portfoliostrategie_defensiv_en-300x203.png 300w, https:\/\/www.aif.li\/wp-content\/uploads\/2025\/03\/portfoliostrategie_defensiv_en.png 882w\" sizes=\"(max-width: 768px) 100vw, 768px\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d9eaf61 elementor-widget elementor-widget-text-editor\" data-id=\"d9eaf61\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>15<\/strong><strong>% stocks<\/strong>: Invest\u00ading in sta\u00adble, high-div\u00adi\u00addend com\u00adpa\u00adnies that offer long-term growth and reg\u00adu\u00adlar dis\u00adtri\u00adb\u00adu\u00adtions.<br><strong><br>70<\/strong><strong>% bonds<\/strong>: Focus on invest\u00adment-grade bonds that ensure reg\u00adu\u00adlar inter\u00adest income and a high cred\u00adit rat\u00ading.<br><strong><br>15<\/strong><strong>% Cash<\/strong>: Liq\u00aduid\u00adi\u00adty reserve to take advan\u00adtage of short-term mar\u00adket oppor\u00adtu\u00adni\u00adties and to hedge against unfore\u00adseen mar\u00adket move\u00adments.<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3a8481b elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"3a8481b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-144acef elementor-widget elementor-widget-text-editor\" data-id=\"144acef\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>It is impor\u00adtant to note that the actu\u00adal return depends on var\u00adi\u00adous fac\u00adtors such as mar\u00adket con\u00addi\u00adtions, inter\u00adest rate devel\u00adop\u00adments and the gen\u00ader\u00adal eco\u00adnom\u00adic sit\u00adu\u00ada\u00adtion. A reg\u00adu\u00adlar review and adjust\u00adment of the port\u00adfo\u00adlio com\u00adpo\u00adsi\u00adtion is there\u00adfore essen\u00adtial in order to achieve the desired invest\u00adment goals. <\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"false\" data-tab=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1982\" aria-expanded=\"false\">Bal\u00adanced<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1982\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-1982\" tabindex=\"0\" hidden=\"hidden\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"4287\" class=\"elementor elementor-4287 elementor-3746\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-222e87e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"222e87e\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8b8f1c2\" data-id=\"8b8f1c2\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-aeff278 elementor-widget elementor-widget-text-editor\" data-id=\"aeff278\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Tar\u00adget return:<\/strong> 8%<br><strong>Focus:<\/strong> Growth poten\u00adtial with sta\u00adbil\u00adi\u00adty<br><strong>Goal:<\/strong> Bal\u00adanc\u00ading risk and return through dif\u00adfer\u00adent asset class\u00ades that address dif\u00adfer\u00adent mar\u00adket con\u00addi\u00adtions<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d3e3675 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"d3e3675\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b4bc8a0 elementor-widget elementor-widget-text-editor\" data-id=\"b4bc8a0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong style=\"font-size: 16px; color: var( --e-global-color-text ); background-color: var( --e-global-color-6abd964c );\">Asset allo\u00adca\u00adtion<\/strong><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c53f57e elementor-widget elementor-widget-image\" data-id=\"c53f57e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"768\" height=\"520\" src=\"https:\/\/www.aif.li\/wp-content\/uploads\/2025\/03\/portfoliostrategie_ausgewogen_en-768x520.png\" class=\"attachment-medium_large size-medium_large wp-image-4342\" alt srcset=\"https:\/\/www.aif.li\/wp-content\/uploads\/2025\/03\/portfoliostrategie_ausgewogen_en-768x520.png 768w, https:\/\/www.aif.li\/wp-content\/uploads\/2025\/03\/portfoliostrategie_ausgewogen_en-300x203.png 300w, https:\/\/www.aif.li\/wp-content\/uploads\/2025\/03\/portfoliostrategie_ausgewogen_en.png 882w\" sizes=\"(max-width: 768px) 100vw, 768px\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-06e89e2 elementor-widget elementor-widget-text-editor\" data-id=\"06e89e2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>30<\/strong><strong>% Equi\u00adties:&nbsp;<\/strong> Invest\u00ading in com\u00adpa\u00adnies with sol\u00adid per\u00adfor\u00admance to pro\u00admote cap\u00adi\u00adtal growth.<br><strong><br>50<\/strong><strong>% bonds:&nbsp;<\/strong> Focus on invest\u00adment grade bonds to gen\u00ader\u00adate sta\u00adble inter\u00adest income.<br><strong><br>10<\/strong><strong>% Alter\u00adna\u00adtive invest\u00adments:&nbsp;<\/strong> Diver\u00adsi\u00adfi\u00adca\u00adtion through invest\u00adments in alter\u00adna\u00adtive asset class\u00ades such as real estate or com\u00admodi\u00adties.<br><strong><br>10<\/strong><strong>% Cash:&nbsp;<\/strong> Liq\u00aduid\u00adi\u00adty reserve for flex\u00adi\u00adbil\u00adi\u00adty and to take advan\u00adtage of short-term mar\u00adket oppor\u00adtu\u00adni\u00adties.<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d32d892 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"d32d892\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-144acef elementor-widget elementor-widget-text-editor\" data-id=\"144acef\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>It is impor\u00adtant to note that the actu\u00adal return depends on var\u00adi\u00adous fac\u00adtors such as mar\u00adket con\u00addi\u00adtions, inter\u00adest rate devel\u00adop\u00adments and the gen\u00ader\u00adal eco\u00adnom\u00adic sit\u00adu\u00ada\u00adtion. A reg\u00adu\u00adlar review and adjust\u00adment of the port\u00adfo\u00adlio com\u00adpo\u00adsi\u00adtion is there\u00adfore essen\u00adtial in order to achieve the desired invest\u00adment goals. <\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"false\" data-tab=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1983\" aria-expanded=\"false\">Dynam\u00adic<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1983\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-1983\" tabindex=\"0\" hidden=\"hidden\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"4285\" class=\"elementor elementor-4285 elementor-3754\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-222e87e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"222e87e\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8b8f1c2\" data-id=\"8b8f1c2\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ad9b0a2 elementor-widget elementor-widget-text-editor\" data-id=\"ad9b0a2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Tar\u00adget return:<\/strong> 10%<br><strong>Focus:<\/strong> Growth-ori\u00adent\u00aded invest\u00adments<br><strong>Objec\u00adtive: To<\/strong> ben\u00ade\u00adfit from mar\u00adket oppor\u00adtu\u00adni\u00adties and at the same time hedge the port\u00adfo\u00adlio through diver\u00adsi\u00adfi\u00adca\u00adtion<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8375be2 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"8375be2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-be1decf elementor-widget elementor-widget-text-editor\" data-id=\"be1decf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong style=\"font-size: 16px; color: var( --e-global-color-text ); background-color: var( --e-global-color-6abd964c );\">Asset allo\u00adca\u00adtion<\/strong><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2cecf15 elementor-widget elementor-widget-image\" data-id=\"2cecf15\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"768\" height=\"522\" src=\"https:\/\/www.aif.li\/wp-content\/uploads\/2025\/03\/portfoliostrategie_dynamisch_en-768x522.png\" class=\"attachment-medium_large size-medium_large wp-image-4346\" alt srcset=\"https:\/\/www.aif.li\/wp-content\/uploads\/2025\/03\/portfoliostrategie_dynamisch_en-768x522.png 768w, https:\/\/www.aif.li\/wp-content\/uploads\/2025\/03\/portfoliostrategie_dynamisch_en-300x204.png 300w, https:\/\/www.aif.li\/wp-content\/uploads\/2025\/03\/portfoliostrategie_dynamisch_en.png 883w\" sizes=\"(max-width: 768px) 100vw, 768px\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-455c937 elementor-widget elementor-widget-text-editor\" data-id=\"455c937\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>60% equi\u00adties<\/strong>: focus on com\u00adpa\u00adnies with high growth poten\u00adtial to max\u00adi\u00admize cap\u00adi\u00adtal appre\u00adci\u00ada\u00adtion.<\/p>\n<p><strong>20% bonds<\/strong>: Invest\u00adments in fixed-income secu\u00adri\u00adties to sta\u00adbi\u00adlize the port\u00adfo\u00adlio and gen\u00ader\u00adate reg\u00adu\u00adlar income.<\/p>\n<p><strong>20% Alter\u00adna\u00adtive invest\u00adments<\/strong>: Diver\u00adsi\u00adfi\u00adca\u00adtion through invest\u00adments in alter\u00adna\u00adtive asset class\u00ades such as pri\u00advate equi\u00adty, real estate or hedge funds, which can increase the return poten\u00adtial.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-38da52a elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"38da52a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-144acef elementor-widget elementor-widget-text-editor\" data-id=\"144acef\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Please note that the actu\u00adal return depends on var\u00adi\u00adous fac\u00adtors such as mar\u00adket con\u00addi\u00adtions, inter\u00adest rate devel\u00adop\u00adments and the gen\u00ader\u00adal eco\u00adnom\u00adic sit\u00adu\u00ada\u00adtion. A reg\u00adu\u00adlar review and adjust\u00adment of the port\u00adfo\u00adlio com\u00adpo\u00adsi\u00adtion is there\u00adfore essen\u00adtial in order to achieve the desired invest\u00adment objec\u00adtives. <\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-7182\" class=\"elementor-tab-title\" data-tab=\"2\" role=\"button\" aria-controls=\"elementor-tab-content-7182\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">Core satel\u00adlite port\u00adfo\u00adlio<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-7182\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"region\" aria-labelledby=\"elementor-tab-title-7182\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"4295\" class=\"elementor elementor-4295 elementor-3706\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-06bdef1 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"06bdef1\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0942573\" data-id=\"0942573\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d85edf1 elementor-widget elementor-widget-text-editor\" data-id=\"d85edf1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Our port\u00adfo\u00adlio man\u00adage\u00adment strat\u00ade\u00adgy is based on the <strong>core-satel\u00adlite approach<\/strong>, which aims to gen\u00ader\u00adate sta\u00adble returns through a com\u00adbi\u00adna\u00adtion of long-term core invest\u00adments and oppor\u00adtunis\u00adtic satel\u00adlite invest\u00adments. This approach makes it pos\u00adsi\u00adble to com\u00adbine the advan\u00adtages of pas\u00adsive and active invest\u00adment strate\u00adgies to ensure both sta\u00adbil\u00adi\u00adty and growth poten\u00adtial in the port\u00adfo\u00adlio. <\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bd5aa17 elementor-tabs-view-horizontal elementor-widget elementor-widget-tabs\" data-id=\"bd5aa17\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"tabs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-tabs\">\n\t\t\t<div class=\"elementor-tabs-wrapper\" role=\"tablist\">\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-1981\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"true\" data-tab=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"elementor-tab-content-1981\" aria-expanded=\"false\">Stock Port\u00adfo\u00adlio<\/div>\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-1982\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"false\" data-tab=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1982\" aria-expanded=\"false\">Bond port\u00adfo\u00adlio<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<div class=\"elementor-tabs-content-wrapper\" role=\"tablist\" aria-orientation=\"vertical\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"true\" data-tab=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"elementor-tab-content-1981\" aria-expanded=\"false\">Stock Port\u00adfo\u00adlio<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1981\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-1981\" tabindex=\"0\" hidden=\"false\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"4289\" class=\"elementor elementor-4289 elementor-3713\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6dadcc1 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6dadcc1\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-06093a9\" data-id=\"06093a9\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1c099e1 elementor-widget elementor-widget-text-editor\" data-id=\"1c099e1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong style=\"font-size: 16px; color: var( --e-global-color-text ); background-color: var( --e-global-color-6abd964c );\">Asset allo\u00adca\u00adtion<\/strong><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4242c74 elementor-widget elementor-widget-image\" data-id=\"4242c74\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"521\" src=\"https:\/\/www.aif.li\/wp-content\/uploads\/2025\/02\/Core-Satellite-768x521.png\" class=\"attachment-medium_large size-medium_large wp-image-3881\" alt srcset=\"https:\/\/www.aif.li\/wp-content\/uploads\/2025\/02\/Core-Satellite-768x521.png 768w, https:\/\/www.aif.li\/wp-content\/uploads\/2025\/02\/Core-Satellite-300x204.png 300w, https:\/\/www.aif.li\/wp-content\/uploads\/2025\/02\/Core-Satellite.png 883w\" sizes=\"(max-width: 768px) 100vw, 768px\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0308ced elementor-widget elementor-widget-text-editor\" data-id=\"0308ced\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>80% High Con\u00advic\u00adtion Stocks (Core):<\/strong> Care\u00adful\u00adly select\u00aded com\u00adpa\u00adnies are char\u00adac\u00adter\u00adized by pre\u00addictable cash flows, a strong mar\u00adket posi\u00adtion and com\u00adpe\u00adtent man\u00adage\u00adment. They form the sta\u00adble foun\u00adda\u00adtion of the port\u00adfo\u00adlio and are intend\u00aded to ensure long-term growth. <\/p>\n<p><strong>20% Oppor\u00adtu\u00adni\u00adty Stocks (Satel\u00adlite):<\/strong> Oppor\u00adtu\u00adni\u00adty to take advan\u00adtage of short-term mar\u00adket oppor\u00adtu\u00adni\u00adties or spe\u00adcial sit\u00adu\u00ada\u00adtions and thus increase the total return of the port\u00adfo\u00adlio.<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"false\" data-tab=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1982\" aria-expanded=\"false\">Bond port\u00adfo\u00adlio<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1982\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-1982\" tabindex=\"0\" hidden=\"hidden\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"4291\" class=\"elementor elementor-4291 elementor-3718\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6164a56 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6164a56\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-a0a3345\" data-id=\"a0a3345\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5a305b5 elementor-widget elementor-widget-text-editor\" data-id=\"5a305b5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong style=\"font-size: 16px; color: var( --e-global-color-text ); background-color: var( --e-global-color-6abd964c );\">Asset allo\u00adca\u00adtion<\/strong><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f935f3f elementor-widget elementor-widget-image\" data-id=\"f935f3f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"521\" src=\"https:\/\/www.aif.li\/wp-content\/uploads\/2025\/02\/Core-Satellite-768x521.png\" class=\"attachment-medium_large size-medium_large wp-image-3881\" alt srcset=\"https:\/\/www.aif.li\/wp-content\/uploads\/2025\/02\/Core-Satellite-768x521.png 768w, https:\/\/www.aif.li\/wp-content\/uploads\/2025\/02\/Core-Satellite-300x204.png 300w, https:\/\/www.aif.li\/wp-content\/uploads\/2025\/02\/Core-Satellite.png 883w\" sizes=\"(max-width: 768px) 100vw, 768px\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c7dab55 elementor-widget elementor-widget-text-editor\" data-id=\"c7dab55\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>80%&nbsp;<\/strong><strong>Invest\u00adment grade bonds&nbsp;<\/strong><span style=\"font-size: 16px; font-style: normal; font-weight: 700; color: var( --e-global-color-text ); font-family: var( --e-global-typography-text-font-family ), Sans-serif; background-color: var( --e-global-color-6abd964c );\">(Core)<\/span><strong style=\"font-size: 16px; color: var( --e-global-color-text ); font-family: var( --e-global-typography-text-font-family ), Sans-serif; background-color: var( --e-global-color-6abd964c );\">:<\/strong><span style=\"font-size: 16px; color: var( --e-global-color-text ); font-family: var( --e-global-typography-text-font-family ), Sans-serif; background-color: var( --e-global-color-6abd964c );\">&nbsp;High cred\u00adit rat\u00ading,&nbsp;&nbsp; low risk of default and thus sta\u00adble inter\u00adest income, which con\u00adtributes to the secu\u00adri\u00adty of the port\u00adfo\u00adlio.<\/span><\/p>\n<p><strong>20% <\/strong><strong>Non-Invest\u00adment Grade Bonds&nbsp;<\/strong> <span style=\"font-size: 16px; font-style: normal; font-weight: 700; color: var( --e-global-color-text ); font-family: var( --e-global-typography-text-font-family ), Sans-serif; background-color: var( --e-global-color-6abd964c );\">(Satel\u00adlite):<\/span> <span style=\"font-size: 16px; color: var( --e-global-color-text ); font-family: var( --e-global-typography-text-font-family ), Sans-serif; background-color: var( --e-global-color-6abd964c );\">Despite being more risky, these bonds offer the oppor\u00adtu\u00adni\u00adty for above-aver\u00adage returns, thus com\u00adple\u00adment\u00ading the port\u00adfo\u00adlio\u2019s return poten\u00adtial.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-643c522 elementor-widget elementor-widget-spacer\" data-id=\"643c522\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-306c09c elementor-widget elementor-widget-text-editor\" data-id=\"306c09c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>By apply\u00ading the core-satel\u00adlite approach, we can com\u00adbine the advan\u00adtages of a broad\u00adly diver\u00adsi\u00adfied core invest\u00adment with the oppor\u00adtu\u00adni\u00adties of high-yield satel\u00adlite invest\u00adments. This makes it pos\u00adsi\u00adble to opti\u00admal\u00adly take into account the indi\u00advid\u00adual risk-return pref\u00ader\u00adences of our clients and to react flex\u00adi\u00adbly to chang\u00ading mar\u00adket con\u00addi\u00adtions. <\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-7183\" class=\"elementor-tab-title\" data-tab=\"3\" role=\"button\" aria-controls=\"elementor-tab-content-7183\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><i class=\"fas fa-caret-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><i class=\"elementor-toggle-icon-opened fas fa-caret-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">Stock uni\u00adverse and selec\u00adtion<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-7183\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"region\" aria-labelledby=\"elementor-tab-title-7183\"><p>Our stock selec\u00adtion \u2014 the invest\u00adment uni\u00adverse includes around 5,000 list\u00aded stock cor\u00adpo\u00adra\u00adtions \u2014 is based on a two-stage analy\u00adsis process that includes both quan\u00adti\u00adta\u00adtive and qual\u00adi\u00adta\u00adtive assess\u00adments. We rely on AI-sup\u00adport\u00aded fun\u00adda\u00admen\u00adtal analy\u00adsis, which makes it pos\u00adsi\u00adble to process large vol\u00adumes of data effi\u00adcient\u00adly and rec\u00adog\u00adnize pat\u00adterns that would be dif\u00adfi\u00adcult to iden\u00adti\u00adfy using tra\u00addi\u00adtion\u00adal meth\u00adods. This tech\u00adnol\u00ado\u00adgy ana\u00adlyzes finan\u00adcial ratios, mar\u00adket trends and com\u00adpa\u00adny data to deter\u00admine the intrin\u00adsic val\u00adue of shares with math\u00ade\u00admat\u00adi\u00adcal pre\u00adci\u00adsion.  <\/p>\n<p>In addi\u00adtion, we use tech\u00adni\u00adcal analy\u00adsis where nec\u00ades\u00adsary to iden\u00adti\u00adfy opti\u00admal entry and exit points. By exam\u00adin\u00ading price trends and trad\u00ading vol\u00adumes, we can bet\u00adter assess short-term mar\u00adket move\u00adments and adjust our invest\u00adment deci\u00adsions accord\u00ading\u00adly. <\/p>\n<p>The com\u00adbi\u00adna\u00adtion of these two approach\u00ades enables us to take into account both the fun\u00adda\u00admen\u00adtal strengths of a com\u00adpa\u00adny and the cur\u00adrent mar\u00adket behav\u00adior, allow\u00ading us to make well-found\u00aded and holis\u00adtic invest\u00adment deci\u00adsions.<\/p>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ae242a4 elementor-widget elementor-widget-spacer\" data-id=\"ae242a4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2f56588 elementor-align-left elementor-mobile-align-center elementor-widget elementor-widget-button\" data-id=\"2f56588\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm elementor-animation-grow\" href=\"https:\/\/www.aif.li\/en\/contact\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Con\u00adtact Us \u00bb<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-e2a6b70\" data-id=\"e2a6b70\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-890f6bd elementor-hidden-mobile\" data-id=\"890f6bd\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-715907b elementor-widget elementor-widget-heading\" data-id=\"715907b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Competence in risk-conscious portfolio management<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6c4ed59 elementor-widget elementor-widget-spacer\" data-id=\"6c4ed59\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-018de09 elementor-widget elementor-widget-image\" data-id=\"018de09\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"764\" src=\"https:\/\/www.aif.li\/wp-content\/uploads\/2025\/03\/portfolio_management-1024x764.jpg\" class=\"attachment-large size-large wp-image-4317\" alt srcset=\"https:\/\/www.aif.li\/wp-content\/uploads\/2025\/03\/portfolio_management-1024x764.jpg 1024w, https:\/\/www.aif.li\/wp-content\/uploads\/2025\/03\/portfolio_management-300x224.jpg 300w, https:\/\/www.aif.li\/wp-content\/uploads\/2025\/03\/portfolio_management-768x573.jpg 768w, https:\/\/www.aif.li\/wp-content\/uploads\/2025\/03\/portfolio_management-1536x1146.jpg 1536w, https:\/\/www.aif.li\/wp-content\/uploads\/2025\/03\/portfolio_management-2048x1528.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-58c15c5 elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"58c15c5\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-wide\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d91412a\" data-id=\"d91412a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0a21dd1 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"0a21dd1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c108a62 elementor-widget elementor-widget-text-editor\" data-id=\"c108a62\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Port\u00adfo\u00adlio Man\u00adage\u00adment | <a href=\"https:\/\/www.aif.li\/wealthplanning\">Wealth Plan\u00adning<\/a> | <a href=\"https:\/\/www.aif.li\/en\/bondstructuring\/\">Bond Struc\u00adtur\u00ading<\/a> | <a href=\"https:\/\/www.aif.li\/fundstructuring\">Fund Struc\u00adtur\u00ading<\/a> | <a href=\"https:\/\/www.aif.li\/en\/?page_id=4273\">Cash Man\u00adage\u00adment<\/a> | <a href=\"https:\/\/www.aif.li\/en\/?page_id=4277\">Liecht\u00aden\u00adstein Plus<\/a><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>With over 20 years of expe\u00adri\u00adence and a vol\u00adume of over 500 mil\u00adlion euros under man\u00adage\u00adment, we have suc\u00adcess\u00adful\u00adly steered our port\u00adfo\u00adlios through numer\u00adous mar\u00adket crises. We do far more than just select the right invest\u00adments \u2014 we offer holis\u00adtic asset man\u00adage\u00adment and take care of all oper\u00ada\u00adtional and strate\u00adgic aspects: Indi\u00advid\u00adual invest\u00adment strat\u00ade\u00adgyDevel\u00adop\u00adment of [\u2026]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_seopress_robots_primary_cat":"","_seopress_titles_title":"","_seopress_titles_desc":"","_seopress_robots_index":"","wp_typography_post_enhancements_disabled":false,"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"disabled","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"on","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-4279","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.aif.li\/en\/wp-json\/wp\/v2\/pages\/4279","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.aif.li\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.aif.li\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.aif.li\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.aif.li\/en\/wp-json\/wp\/v2\/comments?post=4279"}],"version-history":[{"count":5,"href":"https:\/\/www.aif.li\/en\/wp-json\/wp\/v2\/pages\/4279\/revisions"}],"predecessor-version":[{"id":4429,"href":"https:\/\/www.aif.li\/en\/wp-json\/wp\/v2\/pages\/4279\/revisions\/4429"}],"wp:attachment":[{"href":"https:\/\/www.aif.li\/en\/wp-json\/wp\/v2\/media?parent=4279"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}