Multi-Asset & Flexible Investment Process
Our methods
MMS Method
Flexible equity exposure management and allocation between major asset classes rely on the MMS Method – Montpensier Market Scan
MMS Method enables our Flexible and Multi-Asset management teams to rely on 4 major analysis pillars in order to determine allocation:
→ economic momentum
→ monetary dynamics
→ valuation
→ market dynamics
Dedicated funds
Management goals can be pursued using dedicated funds, depending on each investor’s objectives, choices and limitations.
→ Equity management based on geographic or thematic criteria ;
→ Multi-Asset management at various levels of equity exposures ;
→ Direct investment in securities and/or in UCI/ETF
Open-ended funds
SICAV UCITS V
Flexible Management, 0%-100%, Eurozone equities.
Flexible
FCP UCITS V
Diversified Fund of Funds.
Multi-Asset
FCP UCITS V
Diversified Fund of Funds.
Multi-Asset