Model Portfolios
by BSD Investing & L’Allocataire

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1

Optimal Active vs Passive fund selection

Access to BSD Investing active vs passive fund selection, based on its proprietary database and analysis tool

2

Optimal Asset Class selection​

Access to l’Allocataire asset allocation unique expertise to deliver institutional like strategies​​

3

Optimal Portfolio construction​

A combination of both qualitative & quantitative views on both asset & investment vehicle allocations for the best of both world​​s

4

Open Architecture

Capital independence and absence of in-house funds allow an alignment of interests and an unbiased choice of investment vehicles.

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