In a structured "SAA" process, we support our clients in the development of a customized strategic asset allocation - because this essentially determines the long-term success of the institutional investment. In an intensive portfolio analysis, we check your asset allocation for weaknesses and optimization potential and identify attractive investment opportunities. If desired, we can also draw on our many years of experience in manager selection or dynamic asset allocation to make the best possible use of alpha potential or to utilize risk budgets more efficiently. As a result, our clients receive targeted recommendations for the long-term development of their investment planning. With numerous analysis tools, we provide our clients with a comprehensive understanding of the opportunities and risks of the target allocation for the coming years.
Our process in detail:
Specification of the target structure
We work with our clients to develop a complete overview of their individual investment objectives, including:
An intensive analysis of the current status is an essential basis for the further optimization of the strategic asset allocation:
• Comparison of the existing SAA with the targets • Identification of weaknesses in the existing SAA • Identification of optimization potentials
Optimization of Strategic Asset Allocation
• Identification of attractive investment opportunities • Data-based assessment of value creation potential from active management in relevant asset classes • Exploitation of alpha potential • Application of enhanced optimization techniques • Extensive analysis of our solution for a comprehensive understanding of opportunities and risks for the years to come
Optional: Integration of dynamic risk concepts
Management of asset allocation over time depending on the market situation
• Avoidance of significant losses in value of asset allocation, especially in crisis years on the stock market • Improvement of the risk/return profile compared to a static asset allocation, e.g. with the help of the alphaport® strategy
Efficient implementation is an essential component of optimal strategic asset allocation. Therefore, we put a special focus on mandate design:
• Derivation of individual mandate profiles • Targeted definition of benchmarks • Precise definition of the mix of active and passive management
Optional: Selection of active asset managers to leverage alpha potential as reliably as possible in the future.