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White papers & Brochures

May 31, 2024
Banking on sustainability
5 mins
May 31, 2024
Banking on sustainability
In today's world, it's crucial for banks to embrace sustainability reporting. There are many reasons for this. From a legal perspective, the European Union has been drafting and approving numerous reg […]
6 pages
April 26, 2024
The cost of financial illiteracy
9 mins
April 26, 2024
The cost of financial illiteracy
Financial literacy, a crucial skill set, empowers individuals to navigate the complexities of personal finance effectively. By investing in comprehensive financial education initiatives, banks and fin […]
7 pages
Portfolio optimization
5 mins
Portfolio optimization
There are many methodologies for determining an optimal portfolio allocation. In this document we list the most popular methods and compare them with a risk-preference based approach. We also provide […]
3 pages
Individual portfolio therapy

10 mins
Individual portfolio therapy

Economic context and regulatory pressures have highlighted the importance of establishing a risk profile for each investor. Instead of viewing it as a cost centre, the exercise of profiling should be […]
10 pages
Synthetic risk and reward indicator
8 mins
Synthetic risk and reward indicator
By introducing KID (Key Information Document), UCITS IV is adopting a standardized and simplified approach to explaining mutual fund risk to non-professional investors. The Synthetic Risk and Reward I […]
9 pages
Equivalent risky allocation

15 mins
Equivalent risky allocation

Markowitz defines risk as ‘the variance of portfolio return’. Since the publication of Mean-Variance model in 1952, many studies have shown that higher moments of distribution of returns are relevant […]
12 pages
Strategic asset versus risk-return allocation strategies
10 mins
Strategic asset versus risk-return allocation strategies
The recent global financial crisis has highlighted the impact of market turbulence on the evolution and severity of risk. As investors care about extreme risks, it is necessary to re-think portfolio m […]
11 pages
October 10, 2023
Towards augmented advice: better quality your client’s saving profile.
3 mins
October 10, 2023
Towards augmented advice: better quality your client’s saving profile.
The new ERA of risk measurement for heterogeneous investors. Séverine Plunusa, Roland Gilletb, Georges Hübnerc aHead of profiling products at Gambit Financial Solutions, KBL Assistant Professor at HEC […]
4 pages

News

February 10, 2025
Navigating the new retail investment strategy : challenges and opportunities for asset managers and distributors
11 min
February 10, 2025
Navigating the new retail investment strategy : challenges and opportunities for asset managers and distributors
On May 24, 2023, the European Commission unveiled a comprehensive proposal known as the Retail Investment Strategy (RIS). This effort represents a big step towards changing the situation for retail in […]
11 min
February 05, 2025
Hyperpersonalisation in investment planning
6 min
February 05, 2025
Hyperpersonalisation in investment planning
Think of getting a birthday card with your name spelled using glitter very delicately – one feels appreciated. Consider a financial plan meticulously designed to suit your life dreams and risk toleran […]
6 min
January 23, 2025
Strengthening europe’s financial market for green and digital transitions
8 min
January 23, 2025
Strengthening europe’s financial market for green and digital transitions
As Europe embarks on a path closer to a sustainable and technologically advanced future, the financial necessities are basic requirements and in huge numbers. This country needs over EUR 600 billion a […]
8 min
January 16, 2025
Personalised investment advice: the new necessity in wealth management
6 min
January 16, 2025
Personalised investment advice: the new necessity in wealth management
The finance and investment industry has profoundly transformed over the past few decades. This change has been driven by a deeper understanding of individual investor needs, leading to a shift in weal […]
6 min
September 27, 2024
Democratisation of private assets for retail investors
15 min
September 27, 2024
Democratisation of private assets for retail investors
Over the past few years, there has been a growing call for democratising private markets. Traditionally, only institutional investors and the ultra-wealthy have had access to asset classes within priv […]
15 min
September 05, 2024
Marketing & communication: leveraging automated investment management and fee benchmarking
7 min
September 05, 2024
Marketing & communication: leveraging automated investment management and fee benchmarking
All businesses worldwide are transforming in some way due to technological advancements. How do you think the investment management sector is thriving? In reality, the days of restricted investing alt […]
7 min
July 31, 2024
Leveraging hybrid financial advice to enhance client experiences
8 min
July 31, 2024
Leveraging hybrid financial advice to enhance client experiences
People today have high expectations when it comes to getting advice on investing their money in the right places. With technology progressing at a rapid pace, they expect the services to be as persona […]
8 min
June 26, 2024
Bridging the gender pension gap through digitalization
4 min
June 26, 2024
Bridging the gender pension gap through digitalization
Discover how tailored digital pensions bridge the retirement income gender gap & secure futures !
4 min