SocGen Private Banking’s asset allocation tool gains certification
Societe Generale Private Banking’s Dialogue & Asset Allocation method has been certified by French financial advisory company Associés en Finance.
Dialogue & Asset Allocation is an approach based on market analysis which allows clients to diagnose their portfolios. They can then carry out simulated reallocations to make portfolio changes with the help of an advisor.
Societe Generale Private Banking said the Dialogue and Asset Allocation method follows institutional investor techniques. It is based on a modelling system that analyses nearly 500 indices across a range of asset classes.
Associés en Finance, headed by Bertrand Jacquillat, carried out a full audit of the structural principles of the system.