Societe Generale’s Dialogue & Asset Allocation is an approach based on market analysis which allows clients to diagnose their portfolios or manage their financial or non-financial assets. And based on the diagnosed portfolio, clients can then carry out simulated reallocations to make portfolio changes with the help of an advisor.
Dialogue & Asset Allocation is based on a modeling system that analyses nearly 500 indices across a range of asset classes, and follows institutional investor techniques.
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On the basis of this information, the bank predicts the possible impact on yield against the risk ratio of a portfolio and private clients benefit from decision-making support in the overall management of their investments.
The full audit of the structural principles of the system was carried out by Associes en Finance, headed by Bertrand Jacquillat.
