Responding to the challenges of risk-return decision-making under volatile market conditions:
- PRIVATE BANKERS: added-value advisory and multi-period optimization of private investors’ portfolios.
- RETAIL BANKERS: marketing and distribution of financial products, monitoring of products and portfolios, MiFID and UCITS compliance.
- FINANCIAL PLANNERS: multi-period optimization of investors’ portfolios, ALM of private clients’ wealth.
- PORTFOLIO MANAGERS: combining strategic and operational asset allocation, consistent simulation of actual portfolios comprising structured investments, investment and reallocation strategies over time.
- INSURANCE COMPANIES: achieving advanced modeling of Assets in the context of Solvency II and ALM processes.
