Multi-asset portfolios became a popular investment theme in recent years. But where to start your portfolio construction? The diversification effect of traditional assets classes and optimization techniques might disappoint when needed the most. This seminar first introduces several benchmarks for global multi-asset management that have proved their effectiveness over time. Then, we highlight a range of alternative assets/methods that could serve as a more robust starting point for the construction and/or management of your tailored global multi-asset portfolio. Its primary objective: ride the business cycle and weather the large gyrations of the financial markets.
Panthera Solutions Sarl is an Applied Behavioural Finance specialist, based in the Principality of Monaco. Our Intuitive Behavioural Design solutions empower asset managers and asset owners to significantly, lastingly and measurably improve their investment decision quality. We inclusively facilitate directed change in the customised form of training, coaching, consulting and Behaviour-Tech solutions. Our assignments (EUR 100+ billion AuC) and academic publications have proven us to be innovation leaders in Europe. Our most recent launch, the Panthera Tree, is a unique Behaviour-Tech solution that facilitates most evidence-based investment decisions for professional investors to strengthen their competitive edge.
