SAF – Static Allocation Frameworks are portfolio structures designed to make capital allocation clear, readable and immediately usable.

Each SAF is built on a simple and precise principle:
to define a portfolio composed of a selected number of assets typically 10 organized according to a coherent allocation logic and maintained over time through a buy & hold approach, without dynamic adjustments.

SAF are allocation structures, designed to represent in a transparent way how capital is distributed.

How They Can Be Used

SAF are designed to be directly adopted by financial industry professionals and integrated into existing processes.

In particular:

For fund and ETF issuers
SAF can be used as a structural foundation for product construction or as a reference framework to define and communicate underlying allocation.

For wealth managers, private bankers and family offices
SAF provide a clear and ready-to-use framework to:
– build portfolio proposals
– present investment structures in a transparent way
– support client discussions with structured and verifiable elements

Each SAF is designed to be replicable, consistent and easily integrable within existing operating models.

Transparency and Monitoring

Within this page, it is possible to monitor the performance of SAF portfolios in real time.

For each structure, the following data is available:
– asset price variations
– overall structure performance over time

This allows a continuous and immediate reading of how the structure evolves.