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| Investment Strategy |
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In the Investment Strategy area, we offer the following services:
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Strategy Analysis:
We analyze existing investment strategies in terms of their ability
to meet the client’s investment objectives. With the help of
sophisticated simulation procedures and stress tests, you will obtain
a realistic picture of how your strategy will behave under different
market conditions. The resulting transparency will enable you to make
an investment decision based on facts.
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Strategy Design:
We will develop an appropriate investment strategy based on your risk/return
targets and your specific investment restrictions. Our experts will
support you throughout, from the first workshop, where we will figure
out the essential features of the strategy, through the stages of
designing the strategy and performing comprehensive strategy tests,
to implementing the strategy. Our Dynamic Strategy Portfolio (DSP)
Strategy is an example of this kind of strategy. Conceived as a DAA
strategy, it lowers the downside risk compared to the corresponding
SAA while preserving very attractive return characteristics.
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Strategy Advisory:
In discussion with you, we will screen for the strategy that is best
suited to your investment objectives. This could be a single strategy
such as a particular portfolio insurance strategy or a combination
of several different strategies (e.g. various alpha and beta strategies).
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