Strengthen the institution's capability to set and achieve ambitious budget targets in an advisory driven environment by setting the rules for portfolios rolling, net new inflows from existing customers, reaching new clients, improving the share of wallet.
This requires enriching the concept of model asset allocation with reference to actual products, actual client profiles and actual time horizons.

• Budget effectiveness by bringing together strategic and operational asset allocations (model portfolio propositions can now directly link to real investment opportunities).
• Optimal investment in the multi-period framework (to better match prospect and real clients investment behaviour)
• Target marketing and advisory campaigns to define, monitor and calibrate budget progresses in the continuum.