Spirica Assurance-vie|L’alliance de l’expertise humaine et des robots est une opportunité

Spirica Assurance Vie | Alliance expertise humaine et robots

Chez Crédit Agricole Assurances, Spirica manifeste un intérêt particulier sur le secteur des Fintech et robo-advisor, et encourage l’ensemble de ces développements, qui constituent l’avenir de la distribution, notamment auprès de la clientèle des jeunes adultes. Les robo-advisors permettent en effet d’offrir à un client une allocation d’actifs qui correspondent à son appétence aux risques, à ses objectifs, et faire en sorte …

UAF LIFE Patrimoine, SPIRICA et Active Asset Allocation annoncent leurs partenariats lors de la Convention Patrimonia 2016

Conference AAA CPR AMUNDI SPIRICA

Active Asset Allocation, (www.active-asset-allocation.com), UAF LIFE Patrimoine et SPIRICA ont officialisé leur récents partenariats  à l’occasion du salon Patrimonia 2016 qui s’est déroulé à Lyon les 29 et 30 septembre. Cette collaboration met en avant dans un premier temps, un contrat d’allocation d’actifs avec SPIRICA et dans un deuxième temps la distribution 100% digitale du contrat d’Assurance Vie SPIRICA par …

MAIF foundation – “Une journée à la Fondation MAIF”

MAIF Foundation has entrusted Active Asset Allocation and AGICAM with its dynamic asset allocation. Acting as a consultant, Active Asset Allocation customized its Drawdown Control Solution, called DARM (Dynamic Asset and Risk Management) to meet the Foundation’s objectives. This solution dynamically allocates capital between the asset classes MAIF Foundation wishes to be exposed to while limiting the downside risk to a …

CARMF Nouveau mandat de conseil pour Active Asset Allocation

La Caisse Autonome de Retraite des Médecins de France (CARMF) choisit Active Asset Allocation (AAA) pour conseiller l’allocation par la gestion des risques de son nouveau fonds overlay crédit afin d’en maîtriser les risques de perte en capital. La CARMF a souhaité intégrer ses FCP dédiés existants et parts d’OPC ouverts de son allocation obligataire crédit dans un FCP dédié …

The retirement institution for French Doctors (CARMF) has awarded AAA with a new mandate

  The retirement institution for French Doctors (Caisse Autonome de Retraite des Médecins de France) (CARMF) selected Active Asset Allocation (AAA) to advise the asset allocation of its new overlay fund with its unique risk management approach, which aims to control the risks of capital loss. Adina Grigoriu and Olivier Hiezely, co-founders of Active Asset Allocation, welcome the willingness of …

Active Asset Allocation Partners With OFI AM

      Active Asset Allocation partners with OFI AM to advise the bond allocation of the OFI AM Bond Allocation fund, a diversified bond fund. OFI AM wished to benefit from Active Asset Allocation expertise to ensure the risk management of the fund and preserve part of the capital. OFI AM manages more than 50 billion euros and belongs …

Active Asset Allocation: US partnership with Sageview

Sageview Consulting and Active Asset Allocation will advise the asset allocation of the pension fund of Colony brands, one of the world’s largest catalog companies. Active Asset Allocation provides dynamic asset allocation solutions to manage the assets and liabilities of pension funds in order to improve and protect funding ratios and minimize contributions.

Active Asset Allocation Advises the AG2R La Mondiale ETHOMED ISR Fund

          Active Asset Allocation advises the AG2R La Mondiale ETHOMED ISR fund with the objective to preserve the capital over the long term. The fund is managed by Agicam, part of the AG2R La Mondiale Group, and is dedicated to social investments. Agicam has been working with Euromed Management, a French business school, to develop the …

Equity Markets : Active Asset Allocation to Advise Cedrus Asset Management

          Active Asset Allocation will advise newly born Cedrus Asset Management (Cedrus AM) on how much to allocate to equity markets in order to ensure the risk management of Cedrus Sustainable Opportunities, the first SRI fund of funds of Cedrus AM. This comes as the recognition of the added value of customized dynamic risk budgeting solutions …

One of the AG2R La Mondiale associations selects Active Asset Allocation

          One of the AG2R La Mondiale association aiming to improve social welfare has selected Active Asset Allocation to manage and control the risk of its assets. Active Asset Allocation risk budgeting techniques help manage the inflows and outflows of the association while preserving a certain level of wealth.