Observation of the financial markets over the past few years shows that periods of market gains, when the indices fared well, have been followed by declines or even crises that have hit investors hard.
In an environment that is now less certain, the need to comply with a fixed equity allocation may seem restrictive but it has become necessary, so that portfolio exposures to the various asset classes (equities, bonds, etc.) can be adjusted to changing market configurations. Flexible management, which can adjust one’s strategy to short-term market shifts, is one way to meet this objective.
“ACADEMIC STUDIES HAVE SHOWN THAT ASSET ALLOCATION HAS BEEN THE MAIN SOURCE OF RETURNS IN THE LAST 30 YEARS.”
Arnaud Faller, Chief Investment Officer at CPR AM
Flexible management delegates the management of your funds to specialists who adjust your portfolio’s allocation to market shifts between money-market, equity and bond assets.
CPR AM’s approach aims to achieve the best possible return for a given level of risk and investment horizon. Asset allocation is of hallmark importance in the construction of Multi-Asset portfolios.