A consolidated experience in the forecast of financial markets, in (the development of) asset allocation models and extensive knowledge of sector regulations enable Prometeia Advisor SIM to offer to customers customised solutions in the definition of strategic asset allocation. According to the economic, financial and institutional objectives and in line with the legislative and regulatory principles and constraints, the services are:
By investigating the financial instruments and flows Prometeia Advisor SIM is able to ascertain the risks associated with the portfolio composition.
By assessing the budget commitments and the spending objectives, Prometeia Advisor SIM is able to estimate the expected profitability of the current financial portfolio, and thus define the risk profile.
We analyze the profitability and the risk involved in the asset allocation: VaR, stress testing, loss likelihood on different time horizons, and analysis of tail scenarios.
We propose actions on the strategic portfolio, aimed at improving its efficiency and increasing the probability of achieving the objectives, through proprietary models.
Prometeia Advisor SIM estimates the returns and volatility on the principal financial markets and evaluate the performance in terms of risk/return profile of the portfolio.