Multi Family Office specialists of
asset allocation for senior executives

Reactivity

Owing to an international network of financial market specialists, FINANDIR closely follows financial, economic and market data and analyses. During the recent crisis, FINANDIR has demonstrated close monitoring of the unfolding events according to the set of recommendations made to their clients between June 2007 and May 2009:

May
2009

Moderate purchase of equity holdings, overweighting emerging markets

January
2009

Increasing further corporate bonds

November
2008

Purchase of individual grade corporaste bonds by sale of government monetary funds

October
2008

Sale of remaining funds of hedge funds positions

September
2008

Considerably reducing bank deposits and monetary funds in favor of Gvt monetary funds

August
2008

Selling most remaining equity holding against cash

May
2008

Reducing funds of hedge funds

February
2008

Having equity holding against cash

September
2007

Halving equity holding against cash

June
2007

Selling all hedge funds held directly