Tactical Asset Allocation

Tactical portfolio management implies the continuous monitoring of the developments in markets and economies, intervening on asset allocation in the short term. Therefore, Prometeia Advisor SIM develops proposals for the dynamic reinterpretation of the asset allocation of customer portfolios, based on our forecasts on the performance and risks of the principal classes of assets.

The approach is articulated into different stages: 

Market scenario

Prometeia Advisor SIM offers a periodic analysis of the chief macro-economic (macroeconomic)  and financial variables on a global scale and with a focus on the EMU.

Forecasts on financial markets

Prometeia Advisor SIM provides a monthly update on the performance and risks of the key financial markets.

Asset allocation indications

Prometeia Advisor SIM puts forward proposals to amend portfolio composition, with particular attention to the ex ante management of risk, costs and administrative and fiscal aspects.

Customised consulting

Prometeia Advisor SIM recommends specific investment instruments and provides support for their implementation in order to maximise efficiency and reduce costs.

  1. Strategic Asset Allocation
  2. Tactical asset allocation
  3. Risk Management
  4. ALM
  5. Transition Management
  6. Selection Process
  7. Extraordinary Finance
  8. Risk Management GEFIA
  9. Finance Services Ombudsman