Black Swan Resilience
We support institutional clients and banks in optimizing their portfolios through data-driven, macro-economic and quantitative advisory solutions — including mandates such as NS Partners Golden Age Balanced (CHF).
Products
Institutional Investment Advisory
A quantitative and macro-economic advisory approach, dedicated to institutional asset managers.
Under Swiss law, we provide strategic portfolio insights and scientific models supporting decision-making for traditional investment funds.
Advisory excellence grounded in financial science.
Empowering institutions with Swiss precision and data-driven insight.
Scientific Approach
Our advisory combines quantitative analysis, econometric modeling, and network theory to deliver actionable recommendations — not opinions.
Macroeconomic Vision
We interpret global cycles to help managers calibrate exposures between risky and defensive assets with clarity and foresight.
Connectivity Analysis
We map market interdependencies to identify transmission channels of volatility and optimize resilience across asset classes.
Advisory Details
Feature | Description |
Scope | Investment advisory for Swiss collective investment schemes (“other funds in traditional investments”). |
Client Type | Institutional investors, banks, and fund management companies. |
Methodology | Quantitative models, macro-economic indicators, and connectivity analysis. |
Example | NS Partners Golden Age Balanced (CHF). |
Regulatory Framework | Swiss Collective Investment Schemes Act (CISA / LPCC). |
Quantitative Intelligence
We develop proprietary quantitative models to support institutional managers in asset selection, allocation, and dynamic exposure management.
Global Insight
Our advisory integrates leading macro-economic indicators to align portfolios with global cycles and anticipate structural shifts.
Connectivity & Diversification
We analyze market connectivity to identify systemic clusters and improve real diversification within institutional portfolios.
Institutional Partnership
Trusted by leading Swiss institutions such as NS Partners, we provide tailored quantitative and macro-economic advice for funds managed under Swiss collective investment law.
Our Advisory Process
Our process integrates financial theory and practical experience.
We identify systemic drivers, assess portfolio sensitivity, and provide quantitative tools for tactical and strategic decisions.
Each advisory engagement is designed to enhance transparency, efficiency, and control.
Analysis Framework
We combine macro-economic data, financial indicators, and connectivity metrics to detect key market regimes.
Model Development
Proprietary statistical models simulate asset behavior, liquidity conditions, and cross-asset interactions.
Strategic Advisory
We translate quantitative insights into actionable portfolio strategies, adapted to each institution’s mandate and constraints.
Implementation & Follow-Up
We ensure ongoing monitoring, with periodic risk and performance reviews to align decisions with evolving market conditions.