Digital Wealth Management: Web Rebalancer
Digitalisierung bringt mehr Zeit für die Kundenbetreuung «Mit unserer eigenen Online-Plattform, LGT SmartBanking Pro, haben …
Asset Management
Timing is everything: Performance Cash Flow Timing
In my last post regarding Investment Performance Measurement on a Single Position and Aggregations I …
Investment Reporting & Controlling
Die BICon hat in den vergangenen 15 Jahren verschiedene Lösungen im Bereich Investment Reporting & …
Investment Performance Measurement on a Single Position and Aggregations
In the past two decades I have been working on numerous projects in the investment …
Read moreInvestment Performance Measurement on a Single Position and Aggregations
Digital Wealth Management 2.0 Building Blocks
A lot has been written about robo advisors like betterment.com, wealthfront.com etc. (An overview of …
New way of Brinson Style Performance Attribution
Measuring active investment decisions On a portfolio level the TWR (time weighted return) is taken …