FAQ

FAQ

SERIES OF QUESTIONS AND ANSWERS

 

 

ADVANCED FINANCE EDUCATION SERVICES

 

Q. When should one start with a global financial diplomas?

 

From the moment it is clear that the candidate would like to spend a relevant part of his/her career in finance, he/she should start with such a diploma - the sooner, the better. Which one depends on several factors but the generalist one is certainly a very good basis. A student in Economics could very well start a level 1 during his/her study in order to optimize the resources

 

Q. What are the advantages of Private Tutoring - especially for the global financial diplomas?

 

  1. Very well adapted to the background and objectives. For example: developing the necessary background (in Math for example) or much better exploiting the synergies between 2 diplomas (when preparing them in parallel)
  2. On a per hour basis (with small minimum number of 3 hours in total) allows for very high flexibility. For example, there could be a focus on 2 themes such as derivatives and alternatives. Makes it complementary to self-preparation for example
  3. An approach that can be quite untypical: it is about being efficient and effective (for example: how to better learn a formula)

 

Q. What are the advantages of Company in-house training - again, especially for the global financial diplomas?

 

  1. Highly cost effective - starting at a small group of 3 people. Like a semi-private tutoring given the level of service
  2. Hours can be adapted so that the participant can go back to work: small blocks of hours
  3. Proprietary material based on more than 23 years of professional experience

 

Q. For what type of Institute are the in-house educational services available?

 

  • B2B: Banks, Asset Managers
  • Institutionals: Corporates, Pension funds, Family Offices, Insurances

 

 

 

QUANT INVESTMENT ADVISORY SERVICES

 

Q. What is a signals-based investment Roboadvisor?

 

It is a (properly) implemented robust across-asset class model (a model reflects a strategy in a quantified manner) that delivers systematic positioning signals at a pre-speficied frequency or mode for all the concerned (very) liquid markets

 

Q. Are there different generations of investment Roboadvisor?

 

Indeed the first generation of Roboadvisors is focused on the allocation of (passive) Exchange Traded Funds and depending on the offering, they are meant to allow a certain hedging should the equity markets come down sharply (through reallocation of the assets). The next generation considers also short positions and therefore the instruments used are Exchanged Traded Derivatives that allows easy-short-positioning. More in an article published in December 2017 that can be accessed here via Linkedin

 

Q. What is our approach?

 

Our innovative approach is a risk-based one - and that is quite different from trend-following, the much more common technique in the context of Managed Futures. Risk in our context is the source of return (not trends per se). An example of common differences is that the contribution of the different markets in a balanced portfolio is more homogenous. We have a detailed comparison that is available upon request, please don't hesitate to contact us

 

Q. What makes our value proposition different?

 

Our model approach constitutes a new style based on an anomaly related to risk. And risk is not only considered in different manners depending on the market, it is also impacted by the risk of other markets. Moreover, the conception is modular and therefore the signals are also available at the level of a single markets

 

Q. What is a key aspect of a good Roboadvising model?

 

It is the interaction between Equities and Fixed Income: a model shall in particular be able to address properly the "flight to quality" events (negative correlations.... when it matters). Essential is also the aspect that the Fixed Income part should not be too much leveraged because in that case, the returns get too much dependent on the "correct" Fixed Income exposure

 

Q. Are historical signals available?

 

Yes, indeed. For multiple years and with particularly detailed risk and return information. The level of transparency is well above average high

 

Q. Is a very low equity volatility context an issue for risk-based models?

 

No, it isn't. While it is expected that very high volatility is a "better" source of returns, a very low equity volatility regime isn't an issue neither for equities nor for other markets: that is due to the existence of sub-regimes of higher risk even then. The possibility to consider both long and shorts (or at least the possibility to be completely out-of-the-market) is pretty relevant

 

Q. Are stress-tests available?

 

Yes, and the are thanks to the model design easy to prepare and to interpret. Moreover, any scenario can can be considered: we have already prepared a set of stress-tests for our reference Balanced strategy. Developing stress-tests is also one of our core-competences

 

 

 

 

 

EVOLIDS FINANCE LLC is a new independent and innovative Swiss service company with currently two types of activities for Professional Clients: DISTINCTIVE QUANT INVESTMENT ADVISORY and ADVANCED FINANCE EDUCATION. INVESTMENT ADVISORY services also encompass QUANT ASSET ALLOCATION and RISK MANAGEMENT

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