Wednesday, October 21, 2020
Who We Are

Who We Are

Market Risk Management Srl is an independent advisory, training and consultancy hub on global financial markets, founded and conducted by Dr. Francesco Caruso. The Company has been active since December 2013 and is based in the financial heart of Milan, in via Filippo Turati 38.

Our mission is to provide private and institutional investors with decision-making support to face the financial markets through a consistent market and investment analysis methodology, based on a series of proprietary quantitative tools and technologies (Algo-investing) and based on the style of good business management.

In June 2019 Market Risk Management wins the IX edition of the Le Fonti Awards as Independent Consulting Company of the Year in the Financial Services section.
This recognition rewards Italian excellence and has the exclusive patronage of the European Commission.

The official reason for awarding the prize states: “The ability to provide investors with decision support in dealing with markets thanks to a pioneering methodology of analysis based on proprietary quantitative tools and technologies. And for being an independent advisory and training hub able to innovate, educate and support customer.”

Market Risk Management Srl is an independent advisory, training and consultancy hub on global financial markets, founded and conducted by Dr. Francesco Caruso. The Company has been active since December 2013 and is based in the financial heart of Milan, in via Filippo Turati 38.

Our mission is to provide private and institutional investors with decision-making support to face the financial markets through a consistent market and investment analysis methodology, based on a series of proprietary quantitative tools and technologies (Algo-investing) and based on the style of good business management.

In June 2019 Market Risk Management wins the IX edition of the Le Fonti Awards as Independent Consulting Company of the Year in the Financial Services section.
This recognition rewards Italian excellence and has the exclusive patronage of the European Commission.

Le Fonti Award

The official reason for awarding the prize states: “The ability to provide investors with decision support in dealing with markets thanks to a pioneering methodology of analysis based on proprietary quantitative tools and technologies. And for being an independent advisory and training hub able to innovate, educate and support customer.”

Innovate

Innovate the fintech segment of independent advisory, taking advantage of new technologies

Educate

To educate our customers to decide in a serene, autonomous, independent way and with an ever more deeply rooted understanding of the mechanisms of the markets

Support

Support investors and savers to avoid big traps and to improve and stabilize their investment returns over time

Independence

Total absence of conflict of interest, portfolio structure based on liquid and highly accessible instruments, asepticity of instruments on ETFs and securities chosen only on the basis of the indications of our proprietary algorithms

Consistency

Reaching and driving investors, through the use of two joint methodologies (cyclical and quantitative), towards a better investment approach

Experience

Francesco Caruso is considered one of the leading experts on markets and quantitative analysis and the staff of collaborators is made up of highly educated and professional elements

Rationality

The working method is oriented towards capital protection, based mainly on medium or long-term signals and on a quantitative and cyclical approach

Explicitness

Portfolio models and strategies that are simple to follow and composed exclusively of liquid and transparent financial instruments Reports and web supports that provide a complete and in-depth view of the markets

Reliability

Transparency, integrity, professionalism, respect for the customer and competitors are our cornerstones

Value

Maximum care in the cost / benefit ratio and high added value: a series of products designed specifically for the private investor and customized solutions for institutional investors

I

nstitutional investors, through consultancy relating to the asset allocation process in all its dynamics (advisory on funds and management lines, risk management, etc.)

P

rofessionals in the filed, aiming at adding an independent and objective contribution to services they provide to customers

A

dvanced private investors and companies, as an independent and objective contribution to their decision-making process and to the management of cash flows, also from a currency perspective

F

amilies and savers , who can use analysis and information to manage their savings and navigate the difficult dynamics of pension systems and radical changes in the labor market

Mission

Innovation

Innovate the fintech segment of independent advisory, taking advantage of new technologies

Education

To educate our customers to decide in a serene, autonomous, independent way and with an ever more deeply rooted understanding of the mechanisms of the markets

Support

Support investors and savers to avoid big traps and to improve and stabilize their investment returns over time

Values

Independence

Total absence of conflict of interest, portfolio structure based on liquid and highly accessible instruments, asepticity of instruments on ETFs and securities chosen only on the basis of the indications of our proprietary algorithms

Experience

Francesco Caruso is considered one of the leading experts on markets and quantitative analysis and the staff of collaborators is made up of highly educated and professional elements Its staff of collaborators is composed of elements of high schooling and professionalism

Value

Maximum care in the cost / benefit ratio and high added value: a series of products designed specifically for the private investor and customized solutions for institutional investors

Consistency

Reaching and driving investors, through the use of two joint methodologies (cyclical and quantitative), towards a better investment approach

Rationality

The working method is oriented towards capital protection, based mainly on medium or long-term signals and on a quantitative and cyclical approach

Explicitness

Portfolio models and strategies that are simple to follow and composed exclusively of liquid and transparent financial instruments Reports and web supports that provide a complete and in-depth view of the markets

Reliability

Transparency, integrity, professionalism, respect for the customer and competitors are our cornerstones

Target

I

nstitutional investors, through consultancy relating to the asset allocation process in all its dynamics (advisory on funds and management lines, risk management, etc.)

P

rofessionals in the field, to add an independent and objective contribution to services they provide to customers

A

dvanced private investors and companies, as an independent and objective contribution to their decision-making process and to the management of cash flows, also from a currency perspective

F

amilies and savers , who can use analysis and information to manage their savings and navigate the difficult dynamics of pension systems and radical changes in the labor market

Mission

Innovate

The fintech segment of independent advisory, taking advantage of new technologies

Educate

Our customers to decide in a serene, autonomous, independent way and with an ever more deeply rooted understanding of the mechanisms of the markets

Support

Investors and savers to avoid the big traps and to improve and stabilize the returns on their investments over time

Values

Independence

Total absence of conflict of interest, portfolio structure based on liquid and highly accessible instruments, asepticity of instruments on ETFs and securities chosen only on the basis of the indications of our proprietary algorithms

Consistency

Reaching and driving investors, through the use of two joint methodologies (cyclical and quantitative), towards a better investment approach

Experience

Francesco Caruso is considered one of the leading experts on markets and quantitative analysis and the staff of collaborators is made up of highly educated and professional elements Its staff of collaborators is composed of elements of high schooling and professionalism

Rationality

The working method is oriented towards capital protection, based mainly on medium or long-term signals and on a quantitative and cyclical approach

Explicitness

Portfolio models and strategies that are simple to follow and composed exclusively of liquid and transparent financial instruments Reports and web supports that provide a complete and in-depth view of the markets

Reliability

Transparency, integrity, professionalism, respect for the customer and competitors are our cornerstones

Value

Maximum care in the cost / benefit ratio and high added value: a series of products designed specifically for the private investor and customized solutions for institutional investors

Target

Institutional Investors

Institutional investors, through consultancy relating to the asset allocation process in all its dynamics (advisory on funds and management lines, risk management, etc.)

Professionals

Professionals in the field, to add an independent and objective contribution to services they provide to customers

Advanced Investors

Advanced private investors and companies, as an independent and objective contribution to their decision-making process and to the management of cash flows, also from a currency perspective

Savers

Savers and families, who can use analysis and information to manage their savings and navigate the difficult dynamics of pension systems and radical changes in the labor market

Who We Are ultima modifica: 2020-07-24T15:30:02+00:00 da Chiara Plumari