Private clients:Tailored portfolio solutions

Before creating or restructuring your investment portfolio, 1875 FINANCE is committed to understand your needs and performs a detailed analysis of your financial situation.

Multiple tools

Portfolios are designed using a particularly rigorous process involving investment cycles considerations, macro-economic analysis, risk budgeting and optimisation processes.

To limit risks associated to human cognitive bias, we use quantitative proprietary and external tools.

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
  • Reporting
  • Consolidation

For more information

Should you require any additional information, do not hesitate to contact our team of specialists.

Contact

Any questions?
We would be happy to provide you with more detailed information about 1875 FINANCE.

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