David Kalfon

Sanso Longchamp AM offers investment solutions adapted to the needs of its clients. The firm works in all the main asset classes, both in directly held securities and in selecting the best global expertise. They systematically consider ESG criteria in their investment decisions for all the assets managed. The approach is based on the teams’ conviction that these criteria improve the portfolios’ risk/return profile.

EFGAM-Hong Kong is a research-based, benchmark agnostic, multi-asset specialist which believes that dynamically managed multi-asset portfolios can achieve consistent long-term positive returns over time. They combine in-house strategic and tactical asset allocation and research capacity with access to best of breed investment products. The firm combines a top-down approach with bottom-up security selection from the portfolio managers and analysts. All investment decisions are informed by in-house macroeconomic research and market analysis, which monitors economic and policy developments in all the major developed and emerging economies in order to assess prospects for economic growth, inflation, interest rates, exchange rates, trade and capital flows and sector balance sheets. They examine behavioral biases, marginal investor movements and technical indicators, aiming to identify inconsistencies between market consensus and their own views. They test their hypothesis using forecasting models and senior portfolio manager expertise and construct asset allocation through a combination of strategic, thematic and tactical views, selecting the type and investment which best exploits the investment idea. Security selection includes mutual and hedge funds, bonds, equities, structured products and other alternative investments. EFGAM -Hong Kong utilizes peer reviews, independent oversight, internal and external audits, electronic surveillance and the Charles River risk management system to manage risk.