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A thorough, ongoing process to bring you steady, durable returns

Understanding needs & Investment profile

By making a bespoke appraisal of our clients’ circumstances, we are able to focus on their objectives and construct their investment profiles, while adjusting risks and opportunities.

Capturing trends & Determining asset allocations

Under the supervision of the CIO, the Strategic and Investment Committees identify trends, with investment managers and external advisors playing an active part in this process. Through a combination of choices and decisions, they generate diversified asset allocation models, which are aligned with as many risk profiles as necessary.

Portfolio Construction

A portfolio is a dynamic structure that echoes the clients’ objectives in terms of protection, growth and return. It is driven by a combination of research, approaches, opportunities, convictions and timing, and features a succession of decisions and monitoring phases. Open architecture provides access to the best opportunities, while aligning us with clients’ objectives.

Combining investment approaches

The combination of an approach reflecting economic forecasts (top-down, core and fundamental) and a selection of investments chosen for their individual features (bottom-up, satellite and tactical) balances portfolios around a range of opportunities, while allowing us to temper the risks incurred.

Selecting the best opportunities

Through an in-depth analytical process we identify the most attractive investment instruments matching the specific investment profiles of our Clients. We use both quantitative and qualitative methods in our analysis.

Risk control & Reporting

Managing anticipation and timing errors, and pre-setting tolerance thresholds, is essential for protecting portfolios, building and stabilising returns. We assess risks dynamically and recommend hedging according to preferences and possibilities. We also report periodically to our clients on our activity and results.
A thorough, ongoing process to bring you steady, durable returns

Roll over the boxes to see our full Investment Process

Understanding needs
& Investment profile

By making a bespoke appraisal of our clients’
circumstances, we are able to focus on their
objectives and construct their investment
profiles, while adjusting risks and opportunities.
Capturing trends
& Determining asset allocations
Under the supervision of the CIO, the Strategic
and Investment Committees identify trends, with
investment managers and external advisors
playing an active part in this process. Through a
combination of choices and decisions, they
generate diversified asset allocation models, which
are aligned with as many risk profiles as necessary.
Portfolio
Construction
A portfolio is a dynamic structure that echoes
the clients’ objectives in terms of protection,
growth and return. It is driven by a combination
of research, approaches, opportunities,
convictions and timing, and features a
succession of decisions and monitoring phases.
Open architecture provides access to the best
opportunities, while aligning us with clients’ objectives.
Combining
investment approaches
The combination of an approach reflecting
economic forecasts (top-down, core and
fundamental) and a selection of investments
chosen for their individual features (bottom-up,
satellite and tactical) balances portfolios around
a range of opportunities, while allowing us to
temper the risks incurred.
Selecting the best
opportunities
Through an in-depth analytical process we identify
the most attractive investment instruments matching
the specific investment profiles of our Clients.
We use both quantitative and qualitative methods
in our analysis.
Risk control
& Reporting
Managing anticipation and timing errors, and
pre-setting tolerance thresholds, is essential for
protecting portfolios, building and stabilising
returns. We assess risks dynamically and
recommend hedging according to preferences
and possibilities. We also report periodically to
our clients on our activity and results.
METHODOLOGY