Active and tailor-made financial management
Flexible asset allocation
Asset allocation according to the management orientation defined with the client
Pergam's managers buy or sell on conviction to build up long-term positions mainly in 6 categories of securities:
Fund-picking in open architecture
Open architecture fund-picking for entrepreneurial companies
Pergam selects managers with proven talent. Performance during the crisis years (2008 and 2011) is an important filter for identifying "resilient" management and emerging talent.
Pergam also supports fund managers at the beginning of their history who are already becoming references in their category.
The diversification and independence of the selected funds are a priority for Pergam. Our proprietary fund monitoring and control model is based on specific and ongoing qualitative and quantitative criteria.
Transparency and ethical management are paramount in an increasingly complex and rapidly changing environment.
Pergam offers both diversified mandates and a thematic range based on its experience
In order to meet the asset management needs of each client, these mandates are implemented in securities accounts or through French and Luxembourg life insurance and/or capitalisation contracts thanks to a vast network of international depositaries and insurers.