ASSET ALLOCATION CONSULTING FOR PROFESSIONAL INVESTORS

We consult professional investors in how to structurally improve their investment process.
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Our edge in the implementation of applied behavioral finance methodologies in combination with latest technologies supports our clients in making more rational, less cognitively biased investment decisions. Therefore, it significantly increases the probability of reaching the defined investment objectives.
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 We work on empowering you.
 We work on your competitive edge as investor.
Our Advisory Approach

TRUST BUT VERIFY : TEST OUR PORTFOLIO ANALYSIS

Experience in detail what we can do for you.

Our popular portfolio analysis is performed in usual high quality and enables professional investors to evaluate areas of improvement for their investment process based on our discretionary quantitative and qualitative analysis methods.
For free. Non-binding.

COOPERATIONS - RESEARCH RESULTS - MEDIA APPEARANCES

RECENT PANTHERA SOLUTIONS NEWS

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RECENT PANTHERA SOLUTIONS PUBLICATIONS

Survival Strategy: A Learning Investment Team

Survival Strategy: A Learning Investment Team

By wordpressadmin

PREVIEW: With our article “Survival Strategy: A Learning Investment Team“,  the CFA Institute presents to its community how heuristics management, smart documentation and ambiguity tolerance can increase the competitive edge of an investment process. It is a great honor for us.

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Benchmarking Multi-Asset Portfolios: The Global Capital Stock

Benchmarking Multi-Asset Portfolios: The Global Capital Stock

By wordpressadmin | Allgemein, Allgemein, Allgemein

PREVIEW: With its more than 120.000 CFA-Charterholders, the CFA Institute represents one of the largest and best networks of professional investors worldwide. With “Benchmarking Multi-Asset Portfolios: The Global Capital Stock“, the CFA Institute presents our research to its community. It is a great honor for us.

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Robo-Advisor Fintechs  Are The New Biotechs

Robo-Advisor Fintechs Are The New Biotechs

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PREVIEW: Inspired by speaking at the OECD Financial Roundtable, Markus Schuller evaluates for OECD Insights, whether Robo-Advisors are offering a disruptive element to the asset management industry.

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ASSET ALLOCATION SEMINARS - EXECUTIVE EDUCATION

STOCK EXCHANGE COOPERATIONS

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Interested in our Executive Education Programs for investment professionals? Contact us to receive our in-house seminar curricula on asset allocation.

A NATURAL BENCHMARK FOR MULTI-ASSET PORTFOLIOS

THE GLOBAL CAPITAL STOCK

PANTHERA SOLUTIONS RESEARCH

The idea of multi-asset investing is not new.
Surprisingly, after all those years, the core question remains unanswered:
How to know whether a multi-asset portfolio is well managed?

The purpose of our research was to build a multi-asset, market-weighted policy portfolio index, based on the most comprehensive measures of the global capital stock, therefore genuinely untouched by any kind of active thinking. This index should represent the most comprehensive market portfolio against which to measure any active asset allocation decision.

Mission Accomplished.
A Worldwide Novelty.

GLOBAL CAPITAL STOCK - RESEARCH ARTICLE