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Analyse de portefeuille, coach investissement, CIO externe

Our Expertise

Portfolios Audit

When there is a dispute over assessing the performance achieved for a given risk profile, portfolio expertise is required.

We work for clients, service providers, or either party's lawyers.

We perform an in-depth analysis of the management objectively. Where possible, we propose corrective measures in cases where the quality of portfolio management is insufficient.

We study the appropriateness of the transactions, the type of products used for the implementation, their quality, and their liquidity. The evolution and structure of the asset allocation are also
scrutinized, as well as the costs.


Finally, we perform a comparative analysis of the risk-adjusted performance results.

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