Increasing individualization of customer needs
Regardless of the industry, individualization is the trend. In the financial world, it is institutional investors such as banks, insurance companies and pension funds that are setting the pace in this respect. But private investors, family offices and charitable foundations are also attaching increasing importance to the individual design of their investment solutions.
Choosing the ideal partner with OLZ
Systematic success. Our scientific expertise and many years of experience with practical solutions in the field of sustainable, quantitative portfolio optimization offer you a solid foundation for your personal investment solution. Our current minimum risk model is the result of over 20 years of continuous development. Thanks to our cooperation with leading Swiss universities and universities of applied sciences, the latest scientific findings and methods have always been incorporated into the OLZ investment process. The focus has always been on the investment objective and the needs of our customers.
How much individualization do you want?
Based on the proven OLZ minimum risk model, we offer various options for portfolio design: On the one hand, in the fine-tuning of risk optimization, on the other hand, in the definition of the sustainability profile of your portfolio.