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