Cross-Asset Research Portfolio construction Proprietary digital tools
Expertise across the entire investment value chain
The Silex
EXPERIENCE
We aim to support wealth managers, institutional and institutional investors at every stage:
review of your needs
understand your constraints and objectives
co-construct your allocation
strategical & tactical allocation combining the SPARK quantitative platform with human convictions
propose solutions
develop tailor-made solutions fitting your portfolio
day-to-day support
gain access to a team of experts and receive our content
monitor portfolio
Access portfolio reportings, digital portal, rebalancing propositions and strategy upgrades
MARKET EXPERTISE: AT THE HEART OF THE SILEX
Cross-Asset Research
Our experts share macro-economic insight, as well as equity, fixed income, convertibles and derivatives/structured products analysis in order to assist our clients in their daily portfolio management. We can also provide the carbon score and temperature trajectory of portfolios or structured products to enable the ESG-balanced investment decisions
From model portfolio to centralised management
The creation of model portfolios tailored to end clients' risk tolerance and geographic preferences has become crucial under the new regulatory framework. Having defined principles, which will determine the strategic and tactical allocations, used within the framework of a centralised management approach by means of AMCs (Actively Managed Certificate) or indices. This process helps to comply with the suitability requirements, such as limiting individual asset classes’ exposure.
Crystal-clear view thanks to Proprietary digital tools
The combination of our quantitative, data and digital capabilities allows us to display the granularity of our clients' portfolios and ensures compliance with the portfolio’s constraints. Embedded intuitive tools of our proprietary digital platform my_SPARK provides a crystal clear view of all portfolios (including structured products and AMCs), as well as robust risk management. Simply put, we aid our clients in improving their vision so they can make well-informed judgments.
Strengthening your investment committee
The Cross-Asset Research, Model Portfolios, and Technology modules of our offered expertise can all be incorporated as sparring partners within the investment committees for our clients. This specially crafted assistance system is intended to improve management quality overall while yet respecting the unique characteristics of our clients.
A DEDICATED TEAM OF
EXPERIENCED PROFESSIONALS
Our advisory department gathers experienced professionals with complementary skills who work together to achieve their mission.
Thibault Morel
Equity research analyst
Thibault Morel
Equity research analyst
Equity research analyst
- Equity Research Analyst (Hardaware & Semiconductors) - Bryan, Garnier & Co (2021- 2023)
- Equity Research Analyst (Technology) - AllInvest (2017-2021)
- Université Paris Dauphine
Jacques Henry
Head of cross-asset research and allocation
Jacques Henry
Head of cross-asset research and allocation
Head of cross-asset research and allocation
- Equities & Cross Asset Strategist - Pictet Wealth Management (2011-2024)
- Quantitative Analyst - Exane, Landsbanki Kepler & Louis Capital Markets (1998-2011)
- ESSEC Business School
Cyril Parison
Head of fixed income research & advisory
Cyril Parison
Head of fixed income research & advisory
Head of fixed income research & advisory
- Head of Credit research & advisory - Exane (2003-2022)
- Head of fixed income Credit research - Aurel BGC (1997-2003)
- Université de la Sorbonne
Matthieu Lavillunière
Head of Equities research & advisory
Matthieu Lavillunière
Head of Equities research & advisory
Head of Equities research & advisory
- Deputy Head of Research - Sesame Financial Group (2021- 2023)
- Deputy Head of Equity Research - AllInvest (2015-2021)
- Audencia | Centrale Nantes
We strongly believe that a proper understanding of the macroeconomic backdrop is essential to successfully invest over time. We aim to help our clients to navigate the economic environment with agility and resiliency.
Stéphanie de Torquat