META ETI

The META ETI has been specifically designed for conservative profiles, being eligible for retail clients and financial institutions' balance sheets by meeting high standards and rigorous regulatory requirements. The objective of the strategy is to maintain a controlled volatility of a maximum of 12% annualised and high diversification ratios through a portfolio of ETFs.

The investment process, with the exception of market execution, is fully systematised. It consists of a daily search for different portfolio scenarios that maintain the target ratios: the algorithm recursively performs calculations with data from the last 10 years until the ideal scenario is found.

The META ETI allocates funds to diverse asset classes based on their individual risk, limiting the effect that any single asset class can have on portfolio performance, and applies ongoing volatility management to limit overall portfolio risk.

The strategy incorporates volatility controls to limit the impact of drawdowns during market downturns, reducing exposure to risk assets to protect capital when markets are excessively volatile.