We use risk tolerance in a novel way by balancing the objective of the portfolio between avoiding large losses (risk-averse) and maximizing returns (risk-loving).
This ensures the model portfolio adheres more closely to the investor's preference and takes into account changing instrument behaviours over time.
Exposure to equities is also managed dynamically using our advanced regime model, further avoiding losses while ensuring timely re-entries into the market.
Hyper-personalization (sustainability preferences, thematic tilts etc.) is possible through soft constraints. This ensures an optimal portfolio aligned with individual client preferences always exists.
Take your offering to the next level with our investor aligned, performing portfolios capable of avoiding large losses. This leads to happy customers comfortable in increasing their AUM with you.
Galene allows you to create modern model portfolios tailored to your investors preferences and tolerances. The combination with our regime models ensure limited losses and faster recoveries than traditional model portfolios.
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