FINANCIAL PLANNING

ProFinance offers financial planning solutions that enable you to define a strategic asset allocation for each client or each category of client.

INDEPENDENT FINANCIAL RESEARCH

ProFinance prepares for you a set of financial research that is adapted to your investment process. Our in-house research provides you the support you need to make your investment decisions.

TACTICAL ASSET ALLOCATION

ProFinance guides you in the preparation of tactical asset allocations. Every month or according to your own schedule, our financial research enables you to prepare one tactical asset allocation for each strategic asset allocation.
Inside each asset class, ProFinance prepares for you a sector allocation, geographically or thematically. Our tools enable you to make a complete asset selection.

MODEL PORTFOLIOS

Depending upon your needs and requirements, ProFinance constructs model portfolios adapted to the profile of each client or each category of client. We continuously monitor these model portfolios and offer readjustments when economic conditions demand.

SPECIFIC STRATEGIES

ProFinance puts its experience and know-how at your disposal in the preparation of specific investment strategies for yourself or for your clients. We can prepare specific strategies based on each asset category: stocks, bonds, funds, derivatives, raw materials, hedge funds, currencies, real estate...