Consult and Educate Professional Investors

Initial situation: A professional investor is trading regularly with his bank. Managing his own money involves emotions, such emotions that affect negatively our decisions ending in a sub-optimal result. He still wants to lead the decision process while beating a passive investment strategy.

Challenge: How to know yourself and beating regularly the market.

Our Solution: Helping the client understand behavioral finance, allows him to have a clear and cold approach to the markets. In parallel, his understanding of derivatives instruments supports him in creating asymmetric payouts, increasing the favorable odds against the market. The result is an over-performance of 9% during the first year. Today the client is successfully beating a passive benchmark between 5% to 10% every year.