At the forefront of innovation in order to best serve our clients
Every client is unique. We are dedicated to understand your needs and committed to perform a detailed analysis of your financial situation. Based on the gathered information here above, our team offers existing portfolio restructuring as well as bottom up portfolio creation.
Series of tools
Your portfolio is designed using a particularly rigorous process that involves strategic reflection, macro-economic analysis, risk management and optimisation processes.
For all of these aspects of portfolio management we use a range of tools to ensure the utmost efficiency and limit the risks associated with human intervention.
|Asset allocation model||longview economics||- Strategic allocation
- Tactical allocation
- Quantitative/macro analyses
|Risk management||SunGrad APT||- Portfolio risk measures
- Portfolio diagnostics
- Stress tests
|Optimisation of risk/return||Silex||- Portfolio creation
- Equity selection
- Risk/return optimisation
|Bond analyses||Bloomberg||- Market screening
- Credit risk analyses
- Interest rate analyses
|Fund analyses||Morningstar||- Quantitative analysis
- Peer-group analyses
- Monitoring of performance/risk
|CRM / PMS||mydesq||- 1875 PMS/CRM