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
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.
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.
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.
Our advisory department gathers experienced professionals with complementary skills who work together to achieve their mission.