Mandates
Tailor-mademandates
Investing does not begin with products. It begins with objectives. Each project is based on a thorough understanding of the client’s needs and the vision to be developed. We favour legible strategies, decisions we stand behind and a direct relationship. Fewer intermediaries. More coherence.
Management
in your image
Synchrony Asset Management also offers tailor-made mandates. The management is entirely personalised, built around your financial objectives, your risk profile and your specific constraints.Thanks to a flexible management architecture and long-standing expertise covering the main asset classes, we design portfolios that resemble you.
Active management
Conviction-based, fundamental and dynamic management aimed at capturing market opportunities, adjusting allocation according to the economic cycle and generating risk-adjusted performance.
Systematic management
A disciplined and transparent approach, replicating market indices (optimised sampling). It allows broad, efficient exposure at controlled cost, while ensuring a high legibility of the portfolio.
Our systematic mandates rest on proven quantitative models, integrating market signals, risk factors and robust allocation rules (incorporating, among others, AI). This approach aims for rigorous execution, a reduction of behavioural biases and controlled volatility. These solutions can be structured in passive or active form.
Fixed-income management
Our bond mandates are built according to your objectives, with a transparent, methodical approach oriented towards security.
Our priority: to protect your capital and generate lasting value through active and controlled management.
Multi-asset
For a complete solution, our multi-asset mandates combine equities, bonds, liquidity and diversifying solutions. Depending on your profile, we adjust the strategic and tactical allocation in order to maximise performance while controlling risk.
Mandates
for your ambitions
Each mandate is developed on a tailor-made basis, taking into account your financial objectives, your investment horizon, your regulatory or balance-sheet constraints, your responsible-investment (ESG) preferences and your risk tolerance.
This personalised approach comes with continuous monitoring, transparent communication and regular adjustments in order to guarantee the relevance of your strategy in a constantly evolving market environment.
Let's
talk
Melina Barras Cave
Head of Business Development
Olivier Christe
Head of Institutional Clients
Michel Antonelli
Head of Wholesale Clients