Take your asset allocation to the next level
Would you like to better understand the management of your long-term asset allocation, while gaining perspective?
With D&AA, you will benefit from an innovative and forward-looking method to build your allocation and manage your investments.
As part of the management of your financial assets, our experts will help you quantify and better understand your exposure to risks and will support you in your asset allocation strategy.
Why choosing our D&AA Method – Dialogue and asset allocation?
YOU WILL GET A DIAGNOSIS OF YOUR PORTFOLIO allowing you to view your risk level and the probable behavior of your allocation over 5 years, and particularly during market crises.
YOU WILL HAVE INDICATIONS on the past behavior and the probable evolution of the major asset classes, whether they are present or not in your wallet.
YOU WILL BENEFIT FROM A SIMULATION TOOL to assess, taking into account your risk appetite, the interest:
- Of making adjustments to your current allocation,
- And/or of integrating new asset classes.
YOU WILL BE ACCOMPANIED in this process by a banker and experts who know your expectations and constraints
Preparing a D&AA report for a prospect will be carried out solely on the basis of the elements provided by the latter and which will not have been verified by Société Générale.
A clear, structured and pedagogical report
The final report provided to you has been designed to present the results and details of the method.
Tables, diagrams, graphs, reading keys, glossary, etc. make this report easier to read.
Learn more about DAA
Watch the video to learn more about our DAA - Dialogue and asset allocation method
