Dynamic Allocation Management
Dynamic allocation of assets and risks to access various sources of added value, based on the client’s risk/performance objective.
Rozenn Le Caïnec and Brice Perin
Co-Heads, Multi-Asset & Absolute Return
The idea is to detect the most promising asset classes and allocate them optimally in order to capture the many sources of added value within a responsible and dynamic approach.
Key features
of our offering
1.
A discretionary asset allocation combining strategic and tactical management to enhance the portfolio’s returns within a pre-determined risk framework.
2.
The allocation managers select suitable investment vehicles for each asset class. Directly held shares in the form of delegation to managers who are experts in equities and/or bonds and/or open-ended internal or external mutual funds/ETFs, and in the derivatives markets.
3.
Several sources of added value, including dynamic allocation between the various asset classes authorised, including non-benchmarked ones when there is a benchmark, a selection of vehicles, and relative performance of selected investment vehicles.
4.
Dynamic management, certified ISR (SRI), in international equities around a target allocation.
5.
An open-architecture approach as part of optimum multi-management of assets.
Benefits and what
sets us apart
A triad of skills based on cooperation between managers, fundamental research analysts and quantitative analysts.
Cutting-edge research to identify and calibrate optimum performance drivers, based on market contexts.
The management team’s seniority (25 years on average) and its long-standing market and risk-management know-how.
Innovative and proprietary tools for management, decision-making, portfolio construction and rigorous budgeting of risks.