Strategic Asset Allocation
Using robust optimization approaches, our long-term real-world economic scenarios and our qualitative assessment of various asset classes, we determine optimal long-term portfolios.
Our approach covers multi asset portfolios, absolute return portfolios of UCITS funds, illiquid portfolios and fixed income & credit portfolios.
Sustainability can also be taken into account when designing a portfolio (Sustainable Responsible Investing (SRI) or Environmental, Social, Governance Investing (ESG)).
Sustainability targets are defined, and the impact on implementation is defined and quantified.
- SAA study
- Multi asset portfolio advisory
- Absolute return portfolio advisory
- Advice on illiquid portfolios
- Advice on direct holdings of bonds
- We derive your individual and optimal asset allocation based on a holistic approach for different traditional and alternative asset classes