Investment Process & Sustainable Investments

The Company’s investment process is structured around the following key pillars:

• Continuous monitoring and analysis of major macroeconomic trends shaping, or expected to shape, the long-term investment environment.
• In-depth analysis of fundamental factors at macroeconomic, sectoral, and company levels.
• Strategic asset allocation based on risk-return assessment, complemented by tactical allocation aligned with current market trends and opportunities.
• Investment evaluation based on both quantitative and qualitative criteria, incorporating sustainability risk assessments in line with ESG (Environmental, Social, Governance) principles.
• Application of quantitative portfolio optimization models to achieve an optimal balance between expected return and risk.
• Active portfolio management.
• Use of benchmark indices for performance measurement and comparison.

Attica Wealth Management is a signatory of the UN initiative for the Principles for Responsible Investing (PRI).