In Robo4Advisor, more than 100 Investment Universes, i.e., selections of mutual funds and financial instruments used by insurance companies and banks for the benefit of their Retail customers, are surveyed and updated.

Through Fund Finder R4A and Global Finder R4A, users can access the complete list of financial instruments and conduct searches to identify the best investments.

In addition, R4A indicates model portfolios tailored to each network, derived from R4A Base portfolios and R4A Master portfolios.

 

  • Of Multiramo portfolios that combine segregated management and mutual fund allocations in varying proportions-in French, Italian, and Luxembourg insurance products
  • Of portfolios managed with an absolute return objective, controlling volatility - 4, 8, 12% - with and without ESG filters
  • of micro investment portfolios-for example, for accumulation plans or retirement products.