This kind of diversified mandate combines the main traditional asset classes (equities, bonds, cash) and alternative investments (real estate, hedge funds, etc.), allowing you to benefit from our expertise in asset allocation.

 

We will construct your portfolio in three basic steps, taking into account your income objectives, your preferred risk level, and any other requirements you may have.

 

Our specialists define the asset allocation best suited to your risk profile based on the recommendations of the investment strategy committee.

 

We select stocks primarily on the basis of company analyses and sector- and region-specific trend assessments performed by the equity research department. Our bond selection draws on detailed studies of added value sources in the markets and analyses of borrower quality carried out by our credit research team. Lastly, we also use derivative instruments for tactical reasons or hedging purposes.

 

We have developed quantitative risk control models to ensure the consistency of our choices and adapt our allocation strategy to your risk profile.