Protect est une méthodologie d’overlay basée sur une analyse de risque multifactorielle qui limite la perte du portefeuille sur une période prédéterminée et permet de limiter son impact sur votre taux de couverture minimum.
L’exposition du portefeuille aux actifs risqués (ex. les actions) est ajustée quotidiennement de manière à limiter les risques de monétisation (portefeuille 100% cash) qui vont de pair avec les méthodes de couverture traditionnelles comme le CPPI. La couverture se fait à l’aide d’instruments dérivés liquides (contrats futurs) qui n’induisent aucun paiement de prime.
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