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:
Planning and monitoring of all project phases and relationship management with the involved parties (ie: managers, custodian bank)
Analysis of the "target" portfolio compared to the current one, "matching" analysis of the financial instruments
It is complete with all the process and the costs incurred