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Multi-Asset & Flexible Investment Process

Flexible equity exposure management and allocation between major asset classes rely on the MMS Method - Montpensier Market Scan

MMS Method

Méthode MMS 4 piliersMMS Method enables our Flexible and Multi-Asset management teams to rely on 4 major analysis pillars in order to determine allocation: 

  • economic momentum,
  • monetary dynamics,
  • valuation,
  • market dynamics.

 

Open-ended funds

BBM V-Flex

Montgolfière BBM V-Flex 

SICAV UCITS IV
Flexible Management, 0%-100%, Eurozone equities.

Flexible

International Balance

Montgolfière International Balance 

FCP UCITS IV
Diversified Fund of Funds.

Multi-Asset

Mondial Valor

Montgolfière Mondial Valor 

FCP UCITS IV
Diversified Fund of Funds.

Multi-Asset

Dedicated funds

Management goals can be pursued using dedicated funds, depending on each investor's objectives, choices and limitations.

  • Equity management based on geographic or thematic criteria
  • Multi-Asset management at various levels of equity exposure 
  • Direct investment in securities and/or in UCI/ETF
Multi-Asset

OC + DIV
Equipe Montpensier
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Contact us

58 Avenue Marceau
75008 Paris

+33 (0)1 45 05 55 55

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