Independence, open architecture, expertise, performance
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.
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