INVESTMENT CONSULTING

Consultiva LLP is an investment consulting boutique regulated by AMF and registered with ANACOFI N°.E001464 the largest syndicate in France. The firm is specialised in investment strategy, portfolio construction and risk profiling. The firm has established partnerships internationally in the US, Switzerland, France, China - Consultiva Internacional & Gavekal. Ties with academics.

Consultiva is using state of the art financial tools designed for open-architecture portfolio construction and risk management. The firm aims to integrate knowledges and competencies to deploy services on behalf of financial professionals long with qualified investors.

JACS © is a web based financial solution that integrates all steps of investment process from risk profile to asset allocation and managers selection. It aims to give answers based on regulation. The system can offer a strategic asset allocation (SAA) based on a robust and systematic fundamental analysis with a monthly tactical rebalancing (TAA) taking into account the ESG approach.

The financial industry has changed over the last decade. The financial industry focused on best education practices, ethics and governance principles. Consultiva maintais an update on best practices and takes advantage from its international network.