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Asset Allocation Tool fo Investment Advisers
“Investment advisory” is a booming industry in Europe, where private individuals are becoming increasingly aware of the need for privately funded pensions. In Germany, the “Riester Plan” became effective on January 1, 2002, allowing individuals to invest for retirement purposes on tax-preferential terms. This will further increase the demand for investment skills and tools – and BASISPOINT can offer both! BASISPOINT has developed a sophisticated assed asset allocation tool for investment advisors at a very large, European bank. The tool is used by the bank to construct investment “templates” that are risk/return optimised against selected benchmarks. The bank’ s investment advisors then use these templates when discussing investment strategies and fund selection with clients.

Asset Allocation Tool fo Investment Advisers

“Investment advisory” is a booming industry in Europe, where private individuals are becoming increasingly aware of the need for privately funded pensions.

In Germany, the “Riester Plan” became effective on January 1, 2002, allowing individuals to invest for retirement purposes on tax-preferential terms.

This will further increase the demand for investment skills and tools – and BASISPOINT can offer both! BASISPOINT has developed a sophisticated assed asset allocation tool for investment advisors at a very large, European bank.

The tool is used by the bank to construct investment “templates” that are risk/return optimised against selected benchmarks. The bank’ s investment advisors then use these templates when discussing investment strategies and fund selection with clients.

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