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Quality Research for Professional Investors
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


Sample reports
pdf documentsFDA Investment Trends (17 Jun 2024)
pdf documentsAshtead Group Company Analysis (2 Jan 2024)
pdf documentsVAT Group Company Analysis (27 Oct 2023)
pdf documentsAmazon Company Analysis (10 Jul 2023)
Monthly publications
pdf documentsMei (3 Jun 2024)
pdf documentsApril (2 May 2024)
pdf documentsMaart (3 Apr 2024)
pdf documentsFebruari (4 Mar 2024)
pdf documentsJanuari (1 Feb 2024)
pdf documentsDecember (2 Jan 2024)
pdf documentsOktober (3 Nov 2023)
pdf documentsSeptember (2 Oct 2023)
pdf documentsAugustus (1 Sep 2023)
pdf documentsJuli (1 Aug 2023)
pdf documentsJuni (1 Jul 2023)
pdf documentsMei (3 Jun 2023)
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.


Portfolio performance


return % 19-6-2024ytd12mthinc.1inc.2
portfolio17.825.61045.412.3
benchmark16.323.4492.28.8
outperformance1.52.2553.23.5
months outperformance %12mth inc.2
outperformance / total 6 / 12 153 / 251
benchmark: EUR-US Equity Composite TR (50/50)3
turnover % ytd12mth inc.2
turnover44.37.5 8.9
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 100 Net Total Return-index' (converted to EUR), which is rebalanced monthly.
4 Turnover is the value of sell transactions divided by the average value of the portfolio over a given period.