Co-development of your customized investment solution
Factor Investing
Increase the exposure of your investment solutions to systematic security attributes such as value, momentum, size, quality, or low risk. Portfolio optimization can improve diversification, achieve targeted risk exposure, and increase returns over the long term.
Reduction of ESG and climate risks
Do you want to efficiently incorporate various sustainability criteria into your investment solutions, such as increasing their ESG score, avoiding specific business activities, or reducing your carbon footprint? This requires careful portfolio optimization. We will work with you to develop a solution that meets all the relevant criteria that define your investment philosophy.
Dynamic Asset Allocation
Systematic risk-based asset allocation can reduce large capital losses and significantly improve risk/return ratios. We can help you use your risk budget efficiently to remain within your tactical bounds or to hedge against drawdowns.
Tax-efficient investment strategies
After-tax returns are what you really have left at the end of the day. We help you develop tax-efficient investment solutions.
Index Replication
We help you replicate any equity index, including private equity indices, in a cost-effective, liquidity-preserving way.
Machine learning: optimal combination of analyst and AI-based investment recommendations
Machine learning methods enable automated information processing of very large data sets, from which trends, correlations and patterns can be identified and emotion-free decisions can be made.
Discover our
equity strategies.
Our reference portfolios are ready-made equity strategies. These provide a good basis for designing your customized solution. The strategies can be applied to other investment universes and adapted or expanded as required.