Choosing innovation and solidity
Innovation has a double meaning for us: it is an investment criterion because it is a source of long-term performance; it leads us to constantly seek new investment proposals in all asset classes in order to provide you with the diversification you need with a view to the best risk/return ratio.
Our membership of the New York Life Group brings you the solidity of an insurance company that is almost two hundred years old and has the highest ratings in the market, and the richness of its multi-entity model, where each of the entities has been able to develop its own identity and position itself on specific expertise.
Practical example/Case study
Requirement
Construction of a white-label portfolio in order to position an innovative offering for the clients of a listed pension fund majority-owned by the government of a Gulf state.
Our proposal
Adaptation of asset allocation with integration of more themes and sectors.
Expertise mobilised
- Listening to the client's needs in order to go beyond their initial request and ensure that the most appropriate investment solution is proposed
- The ability to propose innovative themes that are a source of differentiation
- Adaptability in the construction of a dedicated portfolio whose assets are likely to vary greatly.
A wide range of investment themes
