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Insti7

Service Providers Framework 2019

You are in Investment Consultancy » Strategic asset allocation

Strategic asset allocation

IC 07. ESG incorporation into strategic asset allocation

07.1. Indicate whether you incorporate ESG into your strategic asset allocation process.

07.2. Indicate how you incorporate ESG into your strategic asset allocation services.

07.4. Additional information. [OPTIONAL]


IC 08. Scenario analysis and/or modelling (Private)


IC 09. Demonstrating value on asset allocation

09.1. Describe how you measure, track or otherwise demonstrate your value on asset allocation activities.

          our asset allocation activities are depending of our clients regulation, constraints, liabilities, acounting objectives, trustrees. Our value is in integrating all those factors and constraints in defining a client asset allocation.
        

09.2. Additional information. [OPTIONAL]


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