Individual Portfolio Analyses

When managing and supervising security portfolios, powerful software solutions offer helpful services – but only for standardised evaluations. Our manual analysis service starts there where standardised systems stop. The developed evaluations are primarily directed to executive central positions because they secure business quality and raise business potentials.

 


Forward-looking simulations and scenarios

Various risk measures

Correlations and portfolio optimization

Algorithms for yield estimation

for one portfolio only, or all customers

and much more …

 
 

Practical Example “PortfolioCloud”

Keep an eye on all customer portfolios. Optimise potential. Monitor risks.

 
 

What Can We Do to Help You?

Formulate your requests in detail or let us inspire you. We are looking forward to your enquiry.