Strategic Asset Allocation
Challenge:
How can the allocation of capital investments to different asset classes be optimised to achieve the required return without disregarding risks?
Solution: MEAG consulting for optimising the Strategic Asset Allocation
The most important asset management issue for insurers and utilities is how to spread investments between the asset classes equities, fixed income and real estate. At least once a year, we determine how the investments are best to be allocated in the future based on an assessment of all the influential factors. The resulting portfolio is the Strategic Asset Allocation (SAA), which serves as a long-term point of reference for asset management.
MEAG advises customers on their individual Strategic Asset Allocation. As an asset manager with specific insurance experience, MEAG practices not only the traditional risk/return approach, we also advise as to how these obligations can be fulfilled in the long-term.
Our Strategic Asset Allocation consulting is based on the following key features:
- State of the art: MEAG applies proprietary optimisation procedures to create the best possible portfolio for each customer, taking into account the customer's restrictions, the market and legal regulations.
- Global research: As a global asset manager, MEAG can inject its global market know-how into the Strategic Asset Allocation, raising earnings opportunities without increasing the risk.
- Flexibility: MEAG accounts for each customer's individual needs.
- Integration of liabilities: In addition to optimising the assets side, MEAG also offers consulting for the Strategic Asset Allocation that accounts for the customer's liability structures.
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