Active Asset Allocation
Created in 2010
- BETA
Up & running (A)
Existing signals show a regular activity Social networks
1,260 309 3,779Activities
Technologies
Entity types
Location
2 Rue Guiglia, 06000 Nice, France
Nice
France
Employees
Scale: 11-50
Estimated: 24
SIREN
528033202Engaged corporates
46
15 39Added in Motherbase
6 years, 1 month ago
fintech Value proposition
[Automatic translation follows] Coanda, the savings marketplace that 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 every 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 expertise 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: portfolio management
‣ Observatoire de la Gestion Pilotée: compare your managed investments to market benchmarks
‣ Coanda PMS Horizon: performance calculation and reporting
‣ Coanda Portfolio: the central collaboration tool for portfolio monitoring
‣ Coanda Simulations: the savings project simulator
‣ Coanda Profilage: risk profiling in 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 : 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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