Dynagest develops a dynamic approach to asset allocation which offers better control of overall portfolio risk. This approach meets the client’s need for a dynamic and flexible process that is more closely attuned to the client’s objectives.
Dynagest successfully applies dynamic asset allocation for several Swiss pension fund providers, as well as for high net worth private clients.
customised allocation to meet clients’ specific needs
dynamic risk modelling
the model can be entirely systematic, can integrate clients’ expectations or Dynagest’s macroeconomic research
strategy implementation can be adapted to all types of investment vehicle
a more stable risk profile in order to improve asset liability management
rigorous control of predefined risk budget framework.
determination of strategic allocation
choice of risk limits (boundaries for each asset class, risk aversion coefficient, maximum volatility)
definition of the asset class universe
selection of investment vehicles:
external or in-house management mandates
index linked products (ETFs, index derivatives).
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