Dynamic Allocation
Dynamic allocation of assets and risks to access various sources of value added, depending on the client’s risk/return objective.
Rozenn Le Caïnec and Brice Perin
Co-Heads, Multi-Asset & Absolute Return
The idea is to identify the asset classes with the best prospects, then decide on the allocation that will best capture the many sources of value added, as part of a responsible and dynamic approach.
Rozenn Le Caïnec and Brice Perin, Co-Heads, Absolute Return & Multi-Assets
Key features
of our offering
1.
A discretionary asset allocation combining strategic and tactical management to enhance portfolio returns within a pre-determined risk framework.
2.
A selection of suitable investment vehicles chosen by allocation managers for each asset class: individual stocks, under the responsibility of managers who are experts in equities and/or bonds, and/or internal or external open-ended investment funds/ETFs, and derivatives.
3.
Multiple sources of value added: dynamic allocation between the various permitted asset classes, including non-benchmarked assets when there is a benchmark, a selection of vehicles, and relative performance of selected investment vehicles.
4.
Dynamic management in international equities around a target allocation.
5.
An open-architecture approach incorporating multi-manager solutions.
Benefits and what
sets us apart
A triad of skills based on close cooperation between managers, fundamental research analysts and quantitative analysts.
Cutting-edge research to identify and calibrate optimum performance drivers in different market environments.
The management team’s experience (an average of 25 years at the company) and extensive market and risk management know-how.
Innovative proprietary tools to facilitate management, decision-making, portfolio construction and rigorous risk budgeting.