Active Asset Allocation
Created in 2010
- BETA
Up & running (A)
Existing signals show a regular activity Social networks
3,505Activities
Technologies
Entity types
Location
2 Rue Guiglia, 06000 Nice, France
Nice
France
Employees
Scale: 11-50
Estimated: 23
SIREN
528033202Engaged corporates
30
6 26Added in Motherbase
5 years, 7 months ago
fintech Value proposition
[Automatic translation follows] Coanda, the savings marketplace which brings together digital tools for insurers, AMs, distributors and CGPs.
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 savings marketplace.
🎯 Our mission: to give each institution and individual the means to achieve their financial goals, regardless of their wealth or education.
🛠️ Our means: we design digital interfaces to accelerate the digital transformation of institutions and help increase the performance of their investments at lower costs, while protecting their clients from unwanted risks.
Our patented and proven Maximum Drawdown methodology, automated with algorithms based on Artificial Intelligence, is one of our unique expertises at the origin of our success.
📖 Our services:
‣ Stochastic simulations: generation and provision of simulation games.
‣ Dynamic allocation: design and implementation of dynamic allocation models with drawdown control.
‣ Strategic allocation: portfolio diagnosis and optimization of asset allocation.
💻 Our products:
‣ Coanda PMS: the ready-to-use Portfolio Management System.
‣ Piloted Management Observatory: the benchmarking tool to compare your piloted management to market references.
‣ Coanda Portfolio: the central collaboration tool for portfolio monitoring.
‣ Coanda Simulations: the savings project simulator.
‣ Coanda Profiling: risk profiling in just a few clicks.
👥 Our clients include insurance companies, management companies, financial product distribution networks and financial institutions, in France and internationally.
🤝 Our investors: Allianz, MAIF Avenir, Région Sud Investissement and some private investors.
💡 Our values: Commitment, Excellence & 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 : le Portfolio Management System prêt à l’emploi.
‣ Observatoire de la Gestion Pilotée : l'outil de benchmarking pour comparer vos gestions pilotées à des références du marché.
‣ 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/
| Corporate | Type | Tweets | Articles | |
|---|---|---|---|---|
 MEDEF NGO, Think Tank, Civic and Social Organizations | MEDEF NGO, Think Tank, Civic and Social Organizations | Other 26 Mar 2024 | | |
 | Edmond de Rothschild | Other 21 Jun 2023 | | |
 Invest in Côte d'Azur - Team Nice Côte d'Azur Startup accelerator & VC, International Trade and Development | Invest in Côte d'Azur - Team Nice Côte d'Azur Startup accelerator & VC, International Trade and Development | Other 20 Dec 2023 | | |
 Wavestone Consulting, Business Consulting and Services | Wavestone Consulting, Business Consulting and Services | Other 18 Dec 2023 | | |
 Métropole Nice Côte d'Azur Government Administration, French metropolis | Métropole Nice Côte d'Azur Government Administration, French metropolis | Other 15 Jun 2023 | | |
 La French Tech Media, Government Administration | La French Tech Media, Government Administration | Other 15 Jun 2023 | | |
 France Digitale Startup accelerator & VC, Non-profit Organizations | France Digitale Startup accelerator & VC, Non-profit Organizations | Other 30 Mar 2023 | | |
 Infopro Digital IT services, Software Development | Infopro Digital IT services, Software Development | Other 15 Mar 2023 | | |
 The LHoFT - Luxembourg House of Financial Technology Financial Services | The LHoFT - Luxembourg House of Financial Technology Financial Services | Not capitalistic Partnership Event 14 Mar 2024 | | |
 France FinTech Media, Software Development | France FinTech Media, Software Development | Not capitalistic Not partnership Event 21 Oct 2023 | | |