Introduction

Over the years, financial markets have become increasingly complex, but the concept of "investing" remains fairly simple Investing is laying out money today to get back more money in the future, after taking account of inflation. Simple words, but everyone knows that investing successfully is not so simple.

Some of the most successful and well-known investors long ago rejected the concept of sophisticated economic modelling and forecasting and instead chose to focus their energy and attention on identifying themes and trends and finding value. At Bank Jacob Safra, we emulate this approach.

We believe that financial markets are driven as much by the anticipation of events as by events themselves. A successful investment manager recognizes the relevance of market perception in the analytical process. By combining an innovative, thematic methodology with due diligence and systematic risk management, we believe that we have the essentials for offering a successful investment management service.