Solutions
Custom Funds
- 01 DETERMINING THE RISK PROFILE
- 02 RELATIONS WITH REGULATORY AUTHORITIES, SELECTION OF CUSTODIAN, VALUATOR AND AUDITOR
Drafting of a “tailor-made” prospectus - 03 PORTFOLIO MANAGEMENT
Management according to fund profile, analysis of the macro-economic environment, our market convictions, recommendations received, and changes in clients’ risk sensitivity - 04 RECOMMENDATIONS* SENT TO SANSO LONGCHAMP AM
*Not systematically taken into account - 05 MANAGEMENT COMMITTEES AND REPORTS
- 06 REPORTING
Creation of customer-specific reports
Multiple benefits
Market responsiveness without the constraints of arbitrages
Diversification of underlyings (multi-asset class in live securities, fund selection)
Adaptation to clients’ evolving risk profiles
Diversification and stability of distributor / CIF revenues
Remuneration independent of the risk taken by the client
Easy access to new strategies, regardless of their listing
« Tailor-made » management by professionals
Access to monthly/quarterly management committees
Close contact with managers + access to our research
Access to our “Fund Selector” portfolio selection and optimization tool
Our marketing support
01
Dedicated monthly reporting

02
A customized product sheet that you can distribute to your customers

03
The possibility of organizing regular contacts with your collaborators
