Independence, open architecture, expertise, performance

Independence, open architecture,
expertise, performance

Independence, open architecture,
expertise, performance

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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