Investment Consulting

Independent investment consulting

Dedicated to family offices and pension funds

Critical review overlay

Focus on diversification and risk factors

My CIO covers the following services:

Objectives, strategy, asset allocation
Implementation quality, consistency, costs
Reporting and transparency
Diversification management, "ex-ante" correlations ("strange things do happen!")
Integrating "non-linear" factors, such as contradictions, paradox and ambiguity
Risk-factor allocation
Core-satellites portfolios

Interesting Charts

Bonds vs. Equity: Risk (Volatility) adjusted