Stand out from the crowd
From setting up strategic mandates to stakeholder communications, our all-in-one outsourced CIO suite enables you to prioritize your calling of value creation.
We're here for you
A full suite tailored for all your investment needs. From liquid-only strategies to private markets and exotic investments, our portfolio optimizer works to ensure you get a strategy that matches your unique risk preferences.
We focus on a holistic approach to investment management that can take into account the risk character of real holdings or fixed positions and provide an allocation that provides ballast, stability, and growth.
Our CIO-suite streamlines the standard processes, takes over the repetitive workload of documentation and reporting, and enables you to keep your team energy focused on value creation.
All-in One Suite
Buid your mandates, run your investment strategies, stay abrest of market movements all in a single intuitive online suite that brings clarity to decision-making processes, linking directly from market news to portfolio decisions.
Beyond mean-variance portfolios, towards optimization that focuses on the intrinsic behaviour of investments and their response to changes in the market environment. When risks increase, protection kicks in enabling you to better fulfil your mandate expectations.
Responsive to markets
AI enhanced with wisdom
Geo-politics, policy doctrines, and socio-econimics drive returns. With state-of-the-art analysis on current politics, major socio-economic trends, and global insights you can stay abrest of current events and better interpret future possibilities.
Your Doctor-Approved Pain Relief
At SIM Research Institute AG, we partner with our clients to increase their productivity with the first investment FinTech that focuses soley on the needs of the professional investor, from increasing productivitiy with efficient process management, tracking investment decisions, and embedding key communications within each process, whether to investors, stakeholders, or regulatory agencies.
Our market-positive investment approach stabilizes portfolios by targeting down-side risk while maintaining upside potential. The online platform combines global market analysis with world-class portfolio optimization for robust allocation and simulating future market scenarios, inserting our unique understanding of economic fundamentals directly into investment processes for state-of-the-art implementation of the latest discoveries in portfolio theory.
MSc Banking & Finance
Business Development & Fintech Strategy
ETH Mechanical Engineering
Data Science & Architecture
Technology office & FinTech Design
Geopolitical & Economic Journalism, Research and reporting
One Solution, Continuous Benefits
One centralized platform set to support you over time, through all market phases, across the entire fund lifecycle.
Reap the rewards of possessing a world-class investment suite you can proudly present to investors, regulators, stakeholders, and your team.