strategic asset allocation
A plan for your wealth
Strategic allocationof the asset classes (SAA)
The facts
- Whether you achieve your investment goals is already decided before you make your first investment
Permanent monitoring of your investment using state-of-the-art technologies
- Our SAA is tailored to your needs, taking into account your risk tolerance, existing investments and personal circumstances
- Use the FINVIA SAA tool for an initial assessment of your optimal investment strategy
strategic asset allocation
An absolute mustfor your portfolio
Long-term success cannot be improvised - you have to prepare for it.
In wealth management, subsequent performance and the long-term achievement of investment goals are largely decided before the first investment decision is made: In the SAA , long-term guidelines for the wealth management are defined based on the asset holder's individual situation and objectives. The extent to which investments should be made in the relevant asset classes is determined. Numerous studies show that up to 90 percent of a portfolio's return depends on this.1
strategic asset allocation is therefore an absolute must for every wealth.
Unused potential
In reality, many investors do not have access to a comprehensive and detailed strategic allocation of asset classes, as asset managers and banks often lack the necessary view of the overall assets and place their own products when selecting investment solutions.
Even if an SAA is offered, it is usually limited to standard allocations - your individual goals and needs are left out.
1Brinson, Gary P., L. Randolph Hood, and Gilbert L. Beebower. "Determinants of portfolio performance." Financial Analysts Journal 42.4 (1986): 39-44
Your wealth strategyas it should be
FINVIA offers you an SAA as it should be. We work with you to develop an investment strategy that is perfectly tailored to your individual needs and select the asset classes that best suit your investment objectives :
The starting point for strategic asset allocation is a simple question: What do I want to achieve? At the very beginning of our collaboration, we define your individual investment objective.
Together we work out your personal risk tolerance. This depends on the level of risk that you can bear economically and want to bear emotionally, and determines which asset classes are best suited to you.
To ensure that your investment strategy suits you, your wealth and your needs, we also take your existing investments and individual interests, such as personal preferences for certain asset classes, into account in your SAA.
The capital market is constantly changing, so the SAA cannot be set in stone. That is why we constantly monitor your SAA using state-of-the-art technologies. If changes result in a new optimal allocation, your asset class weightings are adjusted by rebalancing or recalculation so that they once again fit in perfectly with your specified guidelines and risk budgets.
FINVIA Masterclass
strategic asset allocation
Everything you need to know about targeted wealth accumulation
In this masterclass, we dive into the details of Strategic Asset Allocation, or SAA for short. Why is SAA so individual and adapts to the investor's objectives? Isn't securing wealth the ultimate goal of every investment? Find out why SAA is designed for a period of around 10 years and why this period makes sense, despite the constant market changes.
View Masterclass
The SAA tool from FINVIA
Is your wealthoptimally divided?
Would you like to know what strategic asset allocation looks like for your wealth ? This can only be determined in detail in an intensive exchange with our family officers to find out. With our SAA tool, however, you can get an initial impression of what an optimal FINVIA investment strategy could look like for you with just a few clicks. Our short SAA gives you a quick overview of the expected returns, the potential volatility of your portfolio and how likely it is that you will achieve your investment goals - and is therefore the ideal basis for an in-depth SAA.
Calculate your strategic asset allocation
Create your own simplified SAA with just a few clicks and get an initial insight into your appropriate asset allocation.
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Your strategic asset allocation
Expected return p.a.
0,0 %
AI-R3
5,91 %
R4
3,63 %
R3
3,70 %
AI-R2
5,45 %
AI-R4
6,12 %
AI-R1
4,79 %
R1
3,50 %
R2
3,60 %
Expected volatility p.a.
0,0 %
AI-R3
13,75 %
R4
15,60 %
R3
13,47 %
AI-R2
11,98 %
AI-R4
14,18 %
AI-R1
7,63 %
R1
7,67 %
R2
10,32 %
With just one click, you will receive a personalized explanation of your SAA and the basics of how you can optimally set up your wealth . A detailed and highly individualized SAA is only possible in a personal meeting and in close cooperation with one of our Family Officers.
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Your strategic asset allocation
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