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Patrick Oberhaensli

Patrick Oberhaensli

Patrick Oberhaensli is the founder and CEO of EVOLIDS FINANCE LLC. He started his career at a large Swiss Bank with Senior Positions in Internal Audit (covering in particular Investment Banking activities on an ex-post but also ex-ante basis with significant and very large projects), Investment Banking within Interest Rates Derivatives leading the innovation efforts and complex Institutional Advisory across business lines. He also was Head of Institutional Sales Switzerland for a leading Dutch Global Asset Manager: with a particular focus on distinctive alpha-generating strategies in Equities, Fixed Income and Managed Futures and realising the introduction of the new approaches in the Swiss market. Moreover, he has been a member of the Board of Directors of the CMT ASSOCIATION (www.cmtassociation.org, Technical Analysis) for 3 years. Throughout his more than 25 years+ of professional experience, Patrick has acquired extensive cross-asset class expertise in multiple domains such as Derivatives/Structured Products, Quantitative Strategies and Valuation Techniques and Alternative Investments. That comes to the benefit of the disruptive risk-based Quant Investment Advisory / Robo-advising (that he conceived and realised including the programming) and Professional Finance Education services he currently runs. Patrick holds a master's degree from the Swiss Federal Institute of Technology and is also a CFA, CMT, FRM, PRM, ACI Diploma and ERP charter holder, among others. Recommendations are available on his LinkedIn profile.

recent posts by Patrick Oberhaensli:

by Patrick Oberhaensli, on Feb 17, 2020 4:45:00 PM

Introduction There are multiple ways to add value using Foreign Exchange (FX) derivatives and they can be grouped into two categories: risk management and alpha generation. We will discuss in …

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Topic:Trading SignalsOnline Trading PlatformAsset AllocationActive TradingUS Stock MarketForex

by Patrick Oberhaensli, on Feb 3, 2020 4:45:00 PM

Introduction In this article series, we will address the all-encompassing theme of Foreign Exchange (FX) across three independent articles, each covering a specific aspect related to FX. In this first …

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Topic:Trading SignalsOnline Trading PlatformAsset AllocationActive TradingInvestment StrategyForex

by Patrick Oberhaensli, on Jan 20, 2020 2:44:00 PM

Introduction In the last part of our Risk Management of an Investment Portfolio series, we will discuss current human and strategic ways to address the risk management process. Finally, we …

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Topic:Trading SignalsOnline Trading PlatformRobo-AdvisorIPSActive TradingRisk ManagementInvestment Strategy

by Patrick Oberhaensli, on Jan 6, 2020 2:30:00 PM

Introduction In the first and second part of this series, we examined risk definitions within an investment and we presented the first part of the risk process with key aspects …

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Topic:Trading SignalsOnline Trading PlatformRobo-AdvisorActive TradingRisk ManagementInvestment Strategy

by Patrick Oberhaensli, on Dec 23, 2019 2:43:00 PM

The Risk Management Process In the first part of our Risk Management article series, we defined the various areas of risk within an investment. In this 2nd part, we will …

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Topic:Trading SignalsOnline Trading PlatformAsset AllocationActive TradingRisk ManagementInvestment StrategyAnalysis and Strategy

by Patrick Oberhaensli, on Dec 16, 2019 4:45:00 PM

Introduction In this four part article series, we examine the most important aspects of risk management in regards to an investment portfolio. We begin with an overview of the typical …

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Topic:Trading SignalsOnline Trading PlatformAsset AllocationActive TradingRisk Management

by Patrick Oberhaensli, on Nov 18, 2019 4:45:00 PM

Introduction In this article, we will have a detailed discussion regarding one of the most common instruments on trading platforms, Contracts For Difference or CFDs. We will again start with …

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Topic:Online Trading PlatformAsset AllocationActive TradingInvestment StrategyAnalysis and StrategyFuturesCFDs

by Patrick Oberhaensli, on Nov 11, 2019 8:00:00 AM

Rolling The Futures Position As futures have an expiry, the position to either long or short the market must be rolled. This would mean, in the case of a long …

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Topic:Trading SignalsAsset AllocationActive TradingInvestment StrategyAnalysis and StrategyFuturesCFDs

by Patrick Oberhaensli, on Nov 4, 2019 3:18:00 PM

Introduction In this three part article series, we will present a detailed examination of futures and Contracts For Difference (CFDs). We begin in part one of the series with the …

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Topic:Trading SignalsAsset AllocationActive TradingInvestment StrategyAnalysis and StrategyFuturesCFDs

by Patrick Oberhaensli, on Oct 28, 2019 5:43:00 PM

Introduction In this article, we continue the discussion from Part 2 of our ESG article series. However, in this third part of our series, we will shift focus to the …

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Topic:Asset AllocationActive TradingInvestment StrategyDiversificationESG
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