THINKING INVESTMENTS DYNAMICALLY

Asset allocation decisions often affect the final investment performance by more than 80%. We help clients transform their asset allocation process from a rather stationary approach, such as the Strategic Asset Allocation (SAA) approach to a more dynamic asset allocation approach (DAA) with a view to benefitting from the possibilities to be able to faster react to changing market trends and amendments to liability-driven product offerings.

Furthermore we assist our clients in selecting and implementing investment strategies that help fulfil their risk/return objectives in the best possible way. For this we build client-tailored market analysis tools for decision making support. These range from 'basket replicators' for advanced beta-strategies via 'multi-asset-optimisers' for portable alpha-strategies to full liability-driven strategies that incorporate regulatory and liability-specific constraints.