The cornerstone of our investment methodology is to allocate wealth according to an intuitive and benchmark free process
A personalized (absolute) risk budget is deployed across a global universe of securities for which we compute expected volatility rankings (FinSight Scores TM)
We avoid the traditional strategic allocation framework by recommending a single, pragmatic tactical allocation for ALL mandates
FinSight outsources the analysis of all portfolios to an external institutional consultant (Natixis). These statistics are independently derived and available upon request