Our comprehensive database enables individual tailoring of the investment universe - by country, region, sector or factor. The MSCI ESG Research database also facilitates a client-specific sustainability profile of the portfolio.
Our systematic portfolio optimisation can be adapted to specific client requirements:
- Specific exclusion criteria
- Minimum / maximum weights for specific countries, sectors and securities
- Limitation of tracking error
- Individual ESG criteria
Our dynamic asset allocation management can also be adapted and tailored to the client’s current position in mixed mandates.