Tresor Capital Guest on Beating the Benchmark
Partner Michael Gielkens recently appeared on Beating the Benchmark, a LinkedIn Live webinar by fintech company Performativ. During a conversation with Christian Lindvall, Tresor Capital's disciplined investment strategy was explained. This strategy underlies the outperformance that the family holding strategy has achieved since 2017 compared to global benchmarks.
During the webinar, topics such as the strategic advantage of family holdings and how to pick the right ones, scenario analysis in combination with valuation, the strategic use of liquid assets, and how Tresor Capital assembles the family holding portfolio are discussed.
Portfolio Management System
Performativ provides an all-in-one asset management platform that automates data aggregation, portfolio analysis, and reporting to provide asset managers with a complete and consolidated view of their clients' assets.
Behind the scenes, Tresor Capital is working on implementing Performativ's advanced software. In time, this initiative will further optimize our portfolio management and reporting capabilities, resulting in an even more complete and detailed overview of assets for our clients.
To this end, clients will, among other things, gain access to their own Tresor Capital app, where they can track their portfolios thanks to a direct link with the custodian bank's systems. We see this as a logical next step to elevate our operational excellence and client interface.
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This publication has been prepared by Tresor Capital with the utmost care. The information is intended to be general in nature and does not focus on your individual situation. The information should therefore expressly not be regarded as advice, an offer or proposal to purchase or trade investment products and/or purchase investment services nor as investment advice. The authors, Tresor Capital and/or its employees may hold position in the securities discussed, for their own account or for their clients.
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