Mediolanum Asset Management (Portugal) S.A.
GPTKB entity
Statements (69)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Financial_Services_Company
|
| gptkbp:brand |
Mediolanum
|
| gptkbp:communityInvolvement |
Local Sponsorships
|
| gptkbp:competitors |
Regular Market Reports
|
| gptkbp:customerBase |
Institutional Investors
Regular Communication Individual Investors Referral Programs High Retention Rate Digital_Marketing_Strategies |
| gptkbp:customerFeedback |
Positive Testimonials
Surveys_and_Reviews |
| gptkbp:customerService |
High Satisfaction Ratings
Investment Workshops Personalized_Financial_Planning |
| gptkbp:customerSupport |
Dedicated Support Team
|
| gptkbp:financialPerformance |
Consistent Returns
Risk-adjusted Returns |
| gptkbp:financials |
Exchange-Traded Funds
Mutual Funds Retirement Planning Annual Reports Retirement Plans Wealth Accumulation Comprehensive Financial Planning Promotes Financial Literacy Wealth_Management_Solutions Comprehensive_Advisory_Services Personalized_Advisory_Services Certified_Financial_Advisors Holistic_Financial_Advisory Network_of_Advisors |
| gptkbp:focusArea |
Asset Allocation
|
| gptkbp:foundedIn |
1997
|
| gptkbp:hasResearchInterest |
In-house_Research_Team
|
| gptkbp:headquarteredIn |
gptkb:Portugal
|
| https://www.w3.org/2000/01/rdf-schema#label |
Mediolanum Asset Management (Portugal) S.A.
|
| gptkbp:investmentFocus |
Yes
Income Generation Long-term Growth Value Investing Medium to Long Term Long-term Investments Income Stability Capital Preservation Growth Investing Equities and Bonds Positive Market Outlook Conservative Investing Tailored Advisory Services Diversified_Portfolio Diversified_Investments Tactical_Asset_Allocation |
| gptkbp:market |
Portuguese_Market
|
| gptkbp:numberOfEmployees |
Approximately 100
|
| gptkbp:offers |
Investment Funds
|
| gptkbp:operatesIn |
Financial_Services
|
| gptkbp:parentCompany |
gptkb:Mediolanum_S.p.A.
|
| gptkbp:partnerships |
Various Financial Institutions
|
| gptkbp:performance |
Benchmark Comparison
|
| gptkbp:portfolioCompany |
Active_Management
|
| gptkbp:regulatoryCompliance |
Yes
Regulatory Standards CMVM |
| gptkbp:riskManagement |
Active Risk Management
|
| gptkbp:serves |
Retail Investors
|
| gptkbp:serviceType |
Wealth_Management
|
| gptkbp:sustainabilityPractices |
Responsible Investing
|
| gptkbp:website |
www.mediolanum.pt
|