Use Cases

Project

WINVEST ASSET MANAGEMENT aimed to make its investment process more systematic, robust, and scalable in order to better meet the requirements of institutional clients, while preserving the core principles of its existing investment philosophy. In a co‑development approach, the smartF® investment philosophy was transformed into a data‑driven, systematic investment model in collaboration with QuantArea. Building on this foundation, a Swiss equity fund was launched, with QuantArea acting as Investment Advisor and providing the model portfolio for the quarterly rebalancings. The smartF® investment philosophy can also be applied to additional investment universes, and the asset manager is therefore planning to launch a European equity fund.

Benefits

✓ Increase in AuM thanks to an attractive
    solution for private and insitutional investors

✓ Strong track record in the first calendar year:
    Morningstar: Top 2% of the peer group

✓ No additional direct costs:
    QuantArea is compensated directly from the fund

Project

An insurance company had previously invested in Swiss equities through active funds. In close collaboration with the client, QuantArea developed an SPI‑based model portfolio tailored to the company’s specific requirements. The resulting portfolio characteristics (including risk metrics and factor profile) convinced the asset management team to implement the model portfolio internally going forward – as a robust, transparent, and highly cost‑efficient solution.

Benefits

✓ Cost reduction compared to using third-party funds
    for both private and institutional investors

✓ Improved risk-return profile

✓ Low operational effort
    for quarterly rebalancing and ongoing monitoring

Project

A Swiss retail bank sought to professionalize its asset management activities and refine its investment philosophy. Together with QuantArea, the bank developed an investment framework for systematic equity strategies, including a European equity strategy. The objectives were clear: compelling risk‑return characteristics, simple communication across all investor segments, the ability to incorporate the bank’s tactical positioning, and flexible scalability to additional equity markets.

Benefits

✓ Integration of the bank’s own investment philosophy
    into a systematic investment solution

✓ Scalable to additional investment universes

✓ Variable instead of fixed costs (AuA‑based)

Project

A pension fund was looking for an alternative to the traditional passive implementation of the MSCI World ex Switzerland Index. The objective was to create a benchmark‑oriented solution that systematically reduces the pronounced concentration risks – in particular the high U.S. exposure and the strong single‑stock concentration driven by the Magnificent Seven. QuantArea developed an enhanced indexing strategy that systematically addresses these risk factors, improves the risk/return ratio, and at the same time ensures a very low tracking error. The solution provides robust risk control and remains structurally close to the reference index.

Benefits

✓ Tailor‑made portfolio

✓ Improved risk/return ratio

✓ Low tracking error (<1.5%)

Project

An asset manager was confronted with declining assets under management due to the persistently weak performance of its equity strategy. To stabilize the strategy and regain competitiveness, the firm sought external support to further develop the existing model. In close coordination with the client, QuantArea integrated additional factors and risk parameters into the design of the investment strategy.
Thanks to its proprietary infrastructure and access to all relevant data, QuantArea was able to produce realistic backtests within a short period of time. These served as the foundation for the precise further development of the model portfolio.

Benefits

✓ Time-to-market: Rapid delivery of realistic backtests 
    as a sound bar for model parametrization

✓ No additional costs for personnel, 
    data or infrastructure

✓ Improved risk‑return profil