Benchmark free & conviction based
- An absolute risk budget is defined for each mandate according to individual investment objectives, risk tolerance and foreseen liquidity requirements. It is deployed across a small number (20 -30) of direct investment opportunities (shares, bonds), highly specialized funds and other assets such as precious metals.
- Our convictions are sourced from a global universe of financial assets across which we analyse, quantify and revise individual risk levels relentlessly ever since the company’s creation. The design of a global risk profile from FinSight scores is one of the most innovative features of our approach.
- The tactical asset allocation of discretionary management mandates (equities, bonds, alternative strategies, precious metals) as well as target currency exposures are reviewed and published quarterly.
- Since 2016, FinSight’s pragmatic and innovative methodology has been subjected to formal statistical analysis (by external consultants) to demonstrate the robust risk management framework it provides.