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Oversee your assets allocations

Oversee your assets allocations

Our "Oversee your assets allocations" video is intended for presenting asset allocation simulations.

 Do you wish to know a little more about how your long-term asset allocation and portfolio management are managed? 
And how you could improve them?
To help its clients make the right decisions, Société Générale private banking has designed asset allocation diagnosis:
a dedicated tool that will allow you to assess your allocation’s risk exposure better and run a wide range of simulations.
Our service leans on a rigorous methodology, focusing on nine key asset classes, our financial engineers have analyzed the dynamics of several hundreds of market indices over the past twenty years to master their behavior better.
Then, we modeled our own indices to replicate the observed behaviors and generate thousands of possible scenarios.
Through this prospective approach, we can show you the likely behavior of your asset allocation in the coming five years, even if this period sees market crises.
This will help you better assess your risk exposure.
It may or may not suit you, but we would’ve reached our first target: showing you the range of possibilities.
The second benefit of our tool is to display the expected five-year performance of asset classes you do not hold in portfolio.
That’s an important feature, as it gives you the opportunity to simulate changes to your existing asset allocation. 
You can assess the impact of new allocation strategies by adding one, or several asset classes, and/or, reallocating part of your holdings.
The aim here is to define the allocation most adapted to your risk appetite.
All in all, our powerful tool will help you improve your investment decisions through assets class analysis, measure your risk exposure better, and perform a multitude of simulations on the main asset classes, looking at the possible market scenarios.