Presentación grupo bursátil aldesa 2011 english

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  • 1. Grupo Bursátil AldesaKnowledge to enhance your wealth
  • 2. Agenda 1 About Us 2 Business Units 3 Why Aldesa?Page 2
  • 3. Aldesa is one of the longest standing companies in the CostaRican stock market Foundation Pioneers in the Pioneers in the mutual funds creation of Real investment Estate Investment development Funds 1968 1976 1990 2000 2001 2007 2009 Founder of the First financial Leaders in the National Stock company with the creation of Real Exchange ISO certification in Estate Latin America Development Investment FundsPage 3
  • 4. Knowledge and ExperiencePage 4
  • 5. With the expertise of our human resource we aim at providing a world class advisory servicePage 5
  • 6. Managing and enhancing our customers’ assets through knowledge-based Mission consulting and integrity from an outstanding human resource. Aldesa Vission To be recognized as a company that provides a world class advisory service. Service Values Ethics ExcellencePage 6
  • 7. Agenda 1 About Us 2 Business Units 3 Why Aldesa?Page 7
  • 8. Our Business Units Brokerage Investment Mutual Funds Trust Funds Firm BankingPage 8
  • 9. 1 Brokerage Firm Information turned into strategyPage 9
  • 10. We specialize in consulting through design of investment strategies in global financial markets, in line withindividual investors’ goals and degree of risk tolerance. Page 10
  • 11. Main Services Services  Purchase and sale of local securities in the primary and secondary market.  Individual investment portfolio management.  Repurchase operations.  Purchase and sale of corporate and sovereign bonds through our counterpart network.  Electronic Funds Transfer (SINPE).  Distribution of local investment funds.  Purchase and sale of foreign exchange.  Currency hedging.Page 11
  • 12. Our Consulting Model: 3 financial steps Getting to Defining investment needs and goals know Identifying degree of risk tolerance investors In-depth analysis of economic and stock- 3 financial exchange environment. Advising Choice of investment time horizon steps Creation of investment portfolio Assessment of portfolio performance Evaluating Portfolio reallocation when requiredPage 12
  • 13. 2 Mutual Funds Pioneers in the Costa Rican mutual funds industryPage 13
  • 14. We design and manage mutual funds covering a widearray of needs from investors who wish to diversify their investment portfolios.Page 14
  • 15. Mutual Funds Types of funds we manage  Money Market Funds  Income Funds  Real Estate Funds  Real Estate Development Funds  Megafondo Global FundPage 15
  • 16. 3 Investment Banking Transforming companies to create economic valuePage 16
  • 17. Committed to promoting capital market development and supporting customers in openness and globalization processes, providing financial advice. Page 17
  • 18. Investment Banking Services  Strategic support to take advantage of growth and consolidation opportunities.  Mergers and acquisitions  Assistance in family transition or family business opening processes.  Real Estate Investment BankingPage 18
  • 19. 4 Trust Funds Tailored Fiduciary AdvicePage 19
  • 20. Creates, designs and manages fiduciary businesses and systems. Page 20
  • 21. Fideicomisos Servicios  Property management trust funds.  Investment trust funds.  Asset management trust funds.  Real estate trust funds.  Securitization trust funds.Page 21
  • 22. Agenda 1 About Us 2 Business Units 3 Why Aldesa?Page 22
  • 23. Trust Trajectory Why Aldesa? Knowledge Experience IndependencePage 23