Developed by Panthera Solutions, the strategy represents a new generation of portfolio management solutions. For achieving a robust strategic asset allocation, traditional but ineffective quantitative and qualitative optimization techniques were ruled out.
Robust diversification is achieved by transposing Megatrends-caused economic added-value in a G20 universe, applied in a Multi-Asset-Portfolio. For that, latest academic and practitioner insights are implemented, such as state/preference-modelling for ranking macro scenarios.
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In a world of increasing interconnectivity of economies and asset classes, the use of traditional portfolio allocation models is dangerous. Panthera Solutions carefully selected valid allocation principles and developed new tools to combine the world of Megatrends with latest insights on robust portfolio management. It results in a global Multi-Asset-Portfolio (MAP) at significantly increased robustness.
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Find an excerpt of these lasting, value-creating Megatrends below.
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The strategy sources its robustness by breaking with lasting but wrong investment paradigms and instead, implementing latest academic and practical conclusions of the current crisis. The result is an allocation methodology that no longer differs between “Standard & Alternative Investments”, “Developed & Emerging Markets” or “BUY/HOLD & Market Timing Decisions”.
The strategy is interpreted in 3 Master Portfolios to address the different risk profiles of institutional and semi-institutional investors. The 3 Masters are tailored to 3 target returns: Inflation +2/+4/+8.
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