CaixaBank: Broadens discretionary management
- The Smart Allocation portfolios employ a quantitative model that identifies different market scenarios in order to adjust the weight of equities
- CaixaBank the Spanish market leader in discretionary portfolio management with over €25 billion under management
- In addition, CaixaBank opens Ocean -its digital platform for managing third-party management funds- to its customers
- CaixaBank has launched its Smart Allocation portfolios, a new discretionary management solution that offers a dynamic management
- The Smart Allocation portfolios’ mathematical model employs variables that analyse the economic cycle
- Smart Allocation portfolios share the same cost transparency as all the ranges of CaixaBank’s discretionary management portfolios
