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Asset allocation

Our conviction-driven, flexible and reactive asset allocation management is based on combining long-term trend projections with short-term adjustments of positions.
By combining a macroeconomic vision, analysis of major asset classes and the stock-picking flair of our investment teams, our allocation managers offer a broad range of investment solutions like conservative capital growth management, flexible asset management, traditional diversified management and overlay.
The team comprises fund managers with complementary experience. Each expert is in charge of analysing and monitoring a particular asset class or market segment (equities, fixed interest, new themes, currencies, option strategies, etc.).
Pooling all this expertise helps optimise risk/return profiles to match investors’ needs and specific constraints.
 
Edmond de Rothschild Asset Management - Asset allocation funds

 

All potential investors should consult their service provider or advisor and exercise their own judgement on the risks inherent to each fund and their suitability to the investors’ own personal and financial circumstances. To this end, investors must acquaint themselves with each fund’s key investor information document hat is provided before any subscription and available at www.edram.fr or on request from the head office of Edmond de Rothschild Asset Management.

 

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