Transition Management

Prometeia Advisor SIM supports its customers in the transition from old to new asset allocation to optimize purchases and sales, mitigate market risk and track transition costs.

The process is articulated in:

 

Project management

Planning and monitoring of all project phases and relationship management with the involved parties (ie: managers, custodian bank)

 

Pre-trade analysis and estimate of the transaction volumes involved

Analysis of the "target" portfolio compared to the current one, "matching" analysis of the financial instruments

 

Personalised reporting

It is complete with all the process and the costs incurred

  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