Personal Financial Planning is crucial for achieving your long and short term life goals. At Analytica we can develop for you a thorough financial plan to analyze your current finances and help you make financial decisions. In addition we can help you to implement that plan and monitor its progress to ensure that our clients will stay on track with their objectives. Our services are particularly usefull if you want to improve the way you manage your finances but aren’t sure where to start, have an immediate need or undexpected life event, analyze potentialities and protect your finances or determine the appropriateness of financing options such as loans.

At Analytica we execute a thorough quantitative analysis of the historical performance and characteristics of your investment portfolio, using investment benchmarks, simulated portfolios and the estimation of risk adjusted results. In addition we perform risk analytics and implement models to assess the riskiness of your portfolio. We are also in a position to monitor and assess the effectiveness of hired investment managers including the appropriateness of their preset investment objectives and their ability to follow those objectives. Our Investment performance framework aims to help our clients compare their investment portfolio’s asset performance with relevant benchmarks and target portfolios, to pinpoint the portfolio’s sources of risk such as where this may be over-concentrated or under-concentrated and to identify areas that may require immediate action.