STRATEGIC ASSET ALLOCATION
The strategic asset allocation comprises optimal ranges of exposure for each asset category. It is an integral part of the investment process that is rigorous, transparent and parsimonious.
TARGETED ECONOMIC RESEARCH
To address the increasing complexity of financial markets and to meet the ever increasing legal requirements you face, ProFinance prepares for you a complete set of financial research. Our financial research is prepared in-house and is adapted to your needs and requirements. It provides you with the support you need to make informed investment decisions and to meet your responsibilities in the management of the pension scheme.
TACTICAL ASSET ALLOCATION
Every month or according to your own schedule, the conclusions of our financial research enable us to derive the tactical asset allocation from your strategic asset allocation.
FINANCIAL ASSET SELECTION
ProFinance has developed its own methodologies in the field of asset selection: bonds, shares, funds… Our tools are built upon recognised databases and our own analytical algorithms. Our status as advisor, and not as manager, guarantees the absence of conflict of interest for the choice of investment products.
SMART COST CONTROL
An official survey from the Federal Social Insurance Office (FSIO) (link) shows that management costs vary widely from case to case and may add up to 1.86%. ProFinance put its experience and its knowledge of the financial world at your service. It helps you obtain the best offers and the best prices from your custodian banks, brokers and asset managers. With a view to transparency, we highlight for you commissions paid between the different financial institutions that you work with.
TRADE EXECUTION
For your convenience, we are at your disposal to execute your trades at the best price. With experience, commitment and without conflict of interest, we buy and sell on your behalf the financial assets that you have selected.