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PRODUCT SEGMENTATION

Advisory Services

Lyxor's dynamic allocation team is responsible for the construction of tailored hedge fund portfolios that provide clients with customized hedge fund solutions and offer:

  • A robust, multi-faceted investment approach designed to address the need for portfolios that correspond to specific risk/return characteristics and market exposures;
  • A service leveraging the full suite of Lyxor's investment and research capabilities, ensuring a robust framework for portfolio construction and manager selection;
  • A step-by-step investment approach designed to incrementally deliver risk-adjusted return at each stage of the investment process;
  • A dynamic portfolio rebalancing methodology that actively recalibrates portfolio allocations to fit within the current market environment;
  • The devising of a customized core allocation, using the client's investment guidelines to establish an allocation framework, from which an optimal portfolio allocation can be developed;
  • Formulating an objective optimization function and optimizing portfolio allocations within pre-determined strategy constraints; and
  • Objective risk monitoring and reporting transparency to facilitate portfolio review and evaluation.