The cornerstone of our investment philosophy is to allocate wealth according to a benchmark free process

  • A personalised (absolute) risk budget is deployed across a global universe of securities for which we compute expected volatility rankings (FinSight Scores™).
  • 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.
  • Please contact us for further information and our detailled track record since 2017.