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Strategic Asset Allocation

Strategic Asset Allocation

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: 

  1. Analysis of portfolio composition: By investigating the financial instruments and flows Prometeia Advisor SIM is able to ascertain the risks associated with the portfolio composition
  2. Appraisal of the prospective structure of assets and liabilities: 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
  3. Descriptive statistics relative to the stability of the actual assets and expenditure: Prometeia Advisor SIM analyses the risk involved in asset allocation: VaR, stress testing, likelihood of losses, degree of stability and dispersal of disbursements, etc.
  4. Update of the macroeconomic dynamics and their impact on the assets: 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
  1. Strategic Asset Allocation
  2. Tactical asset allocation
  3. Risk Management
  4. ALM
  5. Transition Management
  6. Selection Process
  7. Order routing
  8. Finance Services Ombudsman