Dynamic allocation
We design and implement tailor-made dynamic asset allocation strategies aimed at taking advantage of the markets while limiting the risk of loss to a predefined threshold.
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A more complex environment
In a low-interest-rate environment, investors are looking for new sources of return on their investments. Whether by overweighting equities or having exposure to new asset classes, this movement comes with additional risk-taking that must be mitigated.
Our dynamic allocation solution
We design and implement tailored dynamic asset allocation strategies aiming at taking advantage of the markets while limiting the maximum drawdown to a predefined threshold.
Flexible, the proprietary DARM (Dynamic Asset and Risk Management) method adapts to all types of portfolios, multi-asset classes, or multi-segments, and takes your constraints into account.
It is implemented for a decade on multiple types of portfolios such as open-ended funds, institutional mandates, or life insurance contracts.
The key points of the DARM methodology
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Adapted to your assets
We design tailor-made models, with the assets of your choice. |
Systematic
Allocation recommendations are the result of applying the model designed for your needs, without human bias |
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Protector
The goal is to keep the value of your portfolio above a protective floor. |
Taking into account your constraints
Allocation ranges, limits on turnover or integration of illiquid assets. |
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For institutional investors
In collaboration with your management teams, we design a tailor-made systematic asset allocation model, on the asset classes of your choice and according to your regulatory guidelines.
On a regular basis, we send you the recommendations of the model, in order to make your investments grow while limiting their drawdown to a predefined threshold.
For insurers and distribution networks
We build profiled delegated management formulas with drawdown control, tailored to your investment pool and the aspirations of your clients. They adapt to ETFs, clean shares, illiquid assets or SRI thematic approaches.
We publish a report for savers at each rebalancing. This can be integrated into your website via a permalink to the last published document. We also automate the transmission of PRIIPS EPT information for the production of regulatory documents.
En savoir plus sur notre allocation dynamique
How to invest in a DARM strategy?
How does the DARM strategy control the drawdown risk?
How do you validate the robustness of a DARM strategy?
Can I learn more about the DARM strategy?
How many asset classes can the model integrate?
How frequent can I rebalance my portfolio using this strategy?
How can I follow my strategy once in production?
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Whether it’s to help you take stock of your needs or introduce you to the benefits and features of our investment solutions, we’re here.