QUANT INVESTMENT ADVISORY SERVICES

QUANT INVESTMENT ADVISORY SERVICES

HOW DOES IT  WORK? 


For each market, there is a daily signal generated (this does not mean that the signal changes every day). The signal history is made available as well. Also, the risk and return (gross) characteristics can be discussed: for example, the Maximum Drawdown target



  • High flexibility in the combination of markets in the different segments


  • Single markets also available for risk management purposes



WHAT IS OUR REFERENCE STRATEGY? 


Our Reference Strategy is composed of Equity, Fixed Income and Commodities market exposures. In the form of Long/Short/(Out of the market)


It can be implemented through our strategic partner, currently in the form of mandates 



QUANT INVESTMENT ADVISORY SERVICES


BRINGING DISRUPTIVE QUANT RISK-BASED EXPERTISE - A SEGMENT OF FINTECH - TO THE INSTITUTIONAL AND B2B PROFESSIONAL INVESTORS


PLEASE DON'T HESITATE TO ASK FOR A REQUEST FOR INFORMATION (RFI)


Currently, the five key areas below are covered. Basis is solid and distinctive Quant Research. Services are adapted to the different types of Institutional Investors (Pension Funds, Insurances, Family Offices, Corporates) and B2B Investors



  1. New generation signals-based (investment) Roboadvising: from a single market Strategy to a relevant combination of multiple sectors (Equities & Equity volatility, Fixed Income including the "liquid" credit segment, Commodities and FX) through the Pertinent and Flexible Combination Design process. Built on risk-based proprietary models. Additional specialties: Alternative Strategies Allocation and Equity sectors on a country basis. In terms of Commodities, we can talk about an approach that is of the 4th generation: an intelligent combination of individual commodities Long/Short   


  • Active Market Long / Short / (Out of market) positioning signals with the objective of:
  • Increasing return (versus a passive long only approach)
  • Sharply reduce Maximum Drawdown and
  • Allowing a high level of diversification (especially in combinations of Strategies)


  • Active Overlay Long / Short / (Out of market) positioning signals. In that case, the net position is within a specified range (Investment Policy)




  1. Risk Management applied in form of signals: market risk hedging techniques for multiple sectors with Equities, Fixed Income and FX for example


  1. Independent Investment Policy Statement (IPS) review (on a per hour basis, set in advance): considering an advanced approach (beyond the classic asset allocation)


  1. Investment strategy presentation / documentation analysis (on a per hour basis, set in advance) with 2 levels of service:  an efficient way to get an independent and very experienced feedback


  • First level: consistency review excluding legal aspects
  • Second level: includes an extensive opinion with strength and weaknesses (includes consistency review)


  1. ESG/SRI/SI ("FUTURE CONSCIOUS") approach: in a dedicated page, we describe our unique approach to ESG/SRI/SI ("FUTURE CONSCIOUS") matters in financial investments





PLEASE DON'T HESITATE TO ASK FOR A PROPOSAL (RFP) VIA "CONTACT US" OR REQUEST THE SHORT PRESENTATION

SHARE THE INFO

PROFILE

EVOLIDS FINANCE LLC is a new disruptive & independent 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

© Copyright by EVOLIDS 2019. All Rights Reserved