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JACS

JACS is an added value financial service available on line through a dedicated plateform. JACS is providing multiple benefits: a professional approach, easy access, compliance with approved ethical standards. 


This concept suggest the following steps:

 

1. Risk tolerance identification:
Fulfill a questionnaire


2. Performance objectives & strategic allocation:
Distribution within the different asset classes according to constraints.


3. Managers selection and due diligence:
Direct access to a short list of approved managers


4. Portfolio optimization:
Risk-adjusted performance report 

 

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