GENERAL
Financiele Diensten Amsterdam (FDA) has been providing investment advice based on a combination of independent equity research and macroeconomic analysis to investors since 1986.
- Unbiased: FDA is completely independent and free of potential conflicts of interest. Our customers pay directly for our advice and research. We do not have a brokerage arm or derive any revenue from the transactions of our clients.
- Focussed and Reliable: FDA strives to produce research of the highest quality, focusing on a carefully selected universe of international blue chip companies.
- Transparent methodology: investment choices are reflected in a straightforward risk/return matrix that at any given moment reflects our preferences across the research universe.
- Sustainable: corporate sustainability assessment is an integral part of our investment philosophy. In the long run, value can only be created if the interests of all stakeholders are dealt with in a responsible manner.
- Affordable: the remuneration is based on returns, ie the value created by FDA for the client.
PRODUCTS
Our customers (pension funds, banks, family offices, charity funds and other investors) benefit from FDA's expertise in several ways, depending on the size and characteristics of their portfolios:
- access to the on-line research system, FDA Consultancy, which contains the daily output of the FDA team
- full portfolio advice service, including private consultation, access to FDA Consultancy, statistical data and reporting
- tailor-made services on demand
|
|
PORTFOLIOS
The value-added of our research is best reflected in a disciplined investment process and the strong performance of our portfolios, including the FDA Blue Chips Equity model portfolio.
| return % 20-11-2024 | ytd | 12mth | inc.1 | inc.2 | | portfolio | 19.8 | 25.8 | 1065.1 | 12.1 | | benchmark | 20.2 | 24.8 | 511.7 | 8.8 | | outperformance | -0.4 | 1.0 | 553.4 | 3.3 | | months outperformance % | 12mth | | inc.2 | | outperformance / total | | 6 / 12 | | 155 / 256 | | benchmark: EUR-US Equity Composite TR (50/50)3 | | turnover % | ytd | 12mth | | inc.2 | | turnover4 | 8.3 | 8.8 | | 8.7 | | 1 portfolio inception date 30-6-2003 | | 2 annualised | | 3 The composite benchmark consists of 50% 'MSCI Pan-Euro Net Total Return Index' and 50% 'Standard & Poor's 100 Net Total Return Index' (converted to Euro), which is rebalanced monthly. | | 4 Turnover is the value of sell transactions divided by the average value of the portfolio over a given period. |
|