The expertise of the investment manager is at the heart of the investment strategy definition. Taking into account the manager’s market expectations is a very sensitive step which needs to be consistent with the risk and allocation models.

Theses anticipations on the financial markets are usually expressed through a return model, which consist in attributing views, notations or scores to the expected performances of the financial instruments.

RaisePartner consulting team helps investment managers:

- Define and implement proprietary return models;

- Plug theses views/scores (qualitative or quantitative) into the quantitative allocation model.