Active Asset Allocation
Created in 2010
Up & running (A)
Existing signals show a regular activitySocial networks
1,260 309 3,949Activities
Technologies
Entity types
Location
2 Rue Guiglia, 06000 Nice, France
Nice
France
Employees
Scale: 11-50
Estimated: 25
SIREN
528033202Engaged catalyst
49
0 0Added in Motherbase
6 years, 7 months ago
Value proposition
[Automatic translation follows] Coanda, the savings marketplace which brings together digital tools for insurers, AM, distributors and CGP.
Founded in 2010, Active Asset Allocation (AAA) is a digital financial engineering company recognized for its investment algorithms. AAA has established itself as a leading fintech in recent years, notably thanks to Coanda, the digital marketplace of savings.
🎯 Our mission: to give each institution and individual the means to achieve their financial objectives, whatever their wealth or education.
🛠️ Our means: we conceive digital interfaces to accelerate the digital transformation of institutions and help increase the performance of their investments at lower costs, while protecting their customers from undesirable risks. Our patented and proven methodology of maximum Drawdown, automated with algorithms based on artificial intelligence, is one of our unique expertise at the origin of our success.
📖 Our services:
‣ Stochastic simulations: generation and provision of simulation games
‣ Dynamic allowance: design and application of dynamic allocation models with Drawdown control
‣ Strategic allowance: portfolio diagnosis and optimization of asset allocation
💻 Our products:
‣ PMS Coanda: portfolio management
‣ Observatory for managed management: compare your management controlled to market references
‣ Coanda PMS Horizon: calculation and performance reporting
‣ Portfolio Coanda: The Central Corporation Tool for Portfolio Monitoring
‣ Coanda simulations: the savings project simulator
‣ Coanda Profilage: risk profiling in a few clicks
👥 Our customers include insurance companies, management companies, distribution networks of financial products and financial institutions, in France and abroad.
🤝 Our investors: Allianz, Maif Avenir, Southern Investissement Region and some private investors.
💡 Our values: commitment, excellence & amp; Innovation.
Portfolio Analytics, Investment Strategy Design, Drawdown Control, Digital Asset Allocation, Alm, Stochastic Simulations, Risk Management, Asset Allocation, SRI, Maximum Drawdown, PriiPS, and PMSOriginal language
Coanda, la place de marché de l'épargne qui réunit les outils digitaux pour assureurs, AM, distributeurs et CGP.
Fondée en 2010, Active Asset Allocation (AAA) est une société d’ingénierie financière digitale reconnue pour ses algorithmes d’investissement. AAA s’est imposée comme une FinTech de premier plan au cours de ces dernières années, notamment grâce à Coanda, la place de marché digitale de l’épargne.
🎯 Notre mission : donner à chaque institution et individu les moyens d’atteindre ses objectifs financiers, quelles que soient sa richesse ou son éducation.
🛠️ Nos moyens : nous concevons des interfaces digitales pour accélérer la transformation digitale des institutions et aider à accroître la performance de leurs investissements à moindre coûts, tout en protégeant leurs clients des risques indésirables. Notre méthodologie brevetée et éprouvée de Maximum Drawdown, automatisée avec des algorithmes basés sur l’Intelligence Artificielle, est l’une de nos expertises uniques à l’origine de notre succès.
📖 Nos services :
‣ Simulations stochastiques : génération et mise à disposition de jeux de simulation
‣ Allocation dynamique : conception et mise en application de modèles d’allocation dynamiques avec contrôle du drawdown
‣ Allocation stratégique : diagnostic de portefeuille et optimisation de l’allocation d’actifs
💻 Nos produits :
‣ Coanda PMS : gestion de portefeuilles
‣ Observatoire de la Gestion Pilotée : comparer ses gestions pilotées à des références du marché
‣ Coanda PMS Horizon : calcul et reporting de performance
‣ Coanda Portfolio : l’outil de collaboration central de suivi de portefeuille
‣ Coanda Simulations : le simulateur de projets d’épargne
‣ Coanda Profilage : le profilage de risque en quelques clics
👥 Nos clients incluent des compagnies d'assurance, sociétés de gestion, réseaux de distribution de produits financiers et institutions financières, en France et à l'international.
🤝 Nos investisseurs : Allianz, MAIF Avenir, Région Sud Investissement et quelques investisseurs privés.
💡 Nos valeurs : Engagement, Excellence & Innovation.
Portfolio analytics, Investment strategy design, Drawdown control, Digital asset allocation, ALM, Stochastic simulations, Risk management, Asset Allocation, SRI, Maximum drawdown, PRIIPs, and PMS
Accueil - Active Asset Allocation
Active Asset Allocation is an independent financial engineering firm (FinSurTech), specializing in risk management and the creation of investment strategies for institutional investors and asset managers worldwide.We offer a range of services ranging from portfolio analysis to the design of dynamic asset allocation strategies based on risk management.
https://active-asset-allocation.com/fr/
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