CONSOLIDATION AND CONTROL
Our asset consolidation platforms is totally secure.
This tool, in addition to facilitating oversight of asset allocation and management, also enables us to conduct in-depth analyses of risks taken and the performance levels achieved. Our consolidation and risk/performance control tool also tracks non-financial and non-quoted assets. It provides us with a clear daily overview of the status of the assets under supervision, so that strategic adjustment decisions can be taken in agreement with the families.

Supervising asset management

Build a strategy

Financière MJ evaluates the optimal strategy and defines the benchmarks. The asset allocation can cover all classes, listed or not (real estate, private equity,…). This approach takes into account risk tolerance level, time horizon and family and wealth specifics.

Finding talent

For each client, Financière MJ selects managers and providers, in France and abroad, based on proven qualities (expertise, performance, regularity…) and capacity to meet the objectives decided with each family. The Family Office acts like a conductor, bringing out the best of service providers’ capacities.

Defining mandates

Mandates awarded to portfolio managers are determined based on a risk/return analysis individually tailored for each client. Financière MJ ensures the pertinence of each management decision. Regular meetings with each manager are scheduled in order to monitor performance and identify new opportunities. The Family Office thus plays its role of “harnessor of talent” and ensures that each operator pursues an investment strategy guided by conviction.

Transparent, relevant financial reporting

Financière MJ provides regular feedback regarding assets under management. This enables the transparent monitoring of both asset performance, the risks and costs incurred.