What is assets allocation?

Asset allocation consists in determining a distribution strategy for the different financial assets (real estate, stocks, bonds, etc.) present within a given portfolio.
Behind the notion of asset allocation lies a real reflection going beyond simple macro and micro-economic analysis. In fact, at this stage, the search for the perfect balance between the performance and the risk level of the financial investment depends on the profile and objectives of each client.

What is the Wealth A7 method?

Prior to building the asset allocation of your portfolio, we determine your investor profile among 5 possibilities, based on a set of parameters:
- Your sensitivity to risks
- Your ability to suffer losses
- Your investment horizon (the length of time you want to invest your money).

Once your risk profile is determined, we focus on building a global allocation of financial assets, in total adequacy with it. For this, we rely on the risk indicator set up by the French Financial Markets Authority, measuring the level of risk of an investment on a scale of 1 to 7 depending mainly on its volatility (7 being the most risky).

The key to a successful asset allocation is diversification. We are still looking for diversification in terms of asset classes (equities, real estate, commodities, etc.), asset management companies, geographical zones, business sectors and investment themes, in order to protect the portfolio against the risks of a reversal of the financial markets.

Taking into account behavioral finance is also an important issue in a context where a simple tweet from the President of the United States can have resounding consequences on the financial markets.

Because your financial investment must also be in line with your values, we will choose the themes that appeal to you the most and offer SRI funds, socially responsible investments (organic farming, climate, well-being at work, security, artificial intelligence, water ...).

With more than 15 years of expertise in asset allocation, we are able to maximize the profitability of a portfolio while minimizing the risk incurred through the implementation of security systems, personalized and adapted to your profile.

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Phone : +(33) 6 27 36 33 53 - contact@wealth-A7.com