Solutions

  • 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

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 DEDICATED FUND REFERENCEING CAPACITY

Strong, long-term relationships with life insurance platforms

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