Portfolio Advisory

In the Portfolio Advisory segment, SIGMA analyses existing portfolios across several securities accounts and optimises them based on actuarial models in accordance with the client’s individual risk-return profile. 
For this optimised overall portfolio, SIGMA conducts a quantitative risk-return monitoring on an ongoing basis, which allows prompt adjustments of the portfolio. The risk-return monitoring is documented with regular reports and within a consultancy meeting.

 

Competencies:

  • High level of scientific and practical actuarial know-how
  • Intensive cooperation with universities and universities of applied sciences
  • Next generation optimisation models taking into account higher moments
  • Regular personal client contact
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