Case Study 1: Consult and Educate Corporates

Initial situation: A corporate had the majority of its assets allocated in precious metals. The trading department has a good knowledge of commodities, but limited experience with derivatives. The mere use of forward transactions generated negative results, with a loss of 9%.

Challenge: How to get a substantial return on the portfolio without risking the collateral.

Our Solution: The trading department receives constant coaching, through learning materials and explanatory calls. After building a relationship of mutual trust, we proceed to implement what we devised to be our first option strategy. The result is a substantial profit. The client becomes a habitual and successful options trader, and today has almost doubled its total assets.