At the forefront of innovation in order to best serve our clients

At the forefront of innovation in
order to best serve our clients

At the forefront of innovation in
order to best serve our clients

Slider

Asset Management:
Bespoke portfolio

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
- Reporting
- Consolidation