PRODUCTS
RESEARCH PUBLICATIONS
Experience high-quality, institutional-grade research made accessible. Each tier is designed to enlighten and empower, functioning independently or as part of an integrated framework. Together, they pave your path to becoming a more self-reliant and informed investor.
Strategic Asset Allocation
Tier One — 300€ / Year
YOUR SUBSCRIPTION INCLUDES THE FOLLOWING:
- ✓ 12 editions of our insightful financial letter on asset allocation, giving you a gateway to multi-asset investment ideas, each accompanied by a well-articulated investment thesis.
- ✓ A robust Strategic Asset Allocation Model, complete with a disciplined rebalancing framework, and benchmarked against the esteemed Global Market Portfolio.
- ✓ Tactical tilts towards rewarded risk factors and other market-beating phenomena.
- ✓ Immediate, unrestricted access to our comprehensive archive.
- ✓ Weekly updates to keep you abreast of market trends and adjustments.
PUBLICATIONS OVERVIEW:
- ✓ Model Portfolio featuring a range of 25 to 30 meticulously selected positions.
- ✓ Portfolios are primarily built around ETFs but can be enriched with mutual funds, individual stocks, bonds, commodities, and even crypto for a balanced approach.
- ✓ A focus on long positions, complemented by an options overlay that can provide short exposure when market conditions warrant.
- ✓ Model Portfolio built with an expected time horizon of at least 3 years. The longer the time horizon, the greater the likelihood of capturing the risk premium associated with each asset class.
Active Subscription Required
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