Our Services

What can we offer?

Advisory Services

Investment Strategy
Review of dynamic models. Input for decisions on both absolute and relative portfolio positioning based on model scores. Availability for add-hoc consulting.

Portfolio Design
Analytical support in the design of multi-class investment portfolios, targeting particular risk and return objectives.

Portfolio analysis
In-depth examination of client portfolios to determine all types of risk exposure, volatility, maximum drawdowns, and expected returns.

Portfolio Management

Management of client portfolios based on our DREX-models. Portfolios managed according to client requirements for investment universe, risk profile, and return targets.