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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 Oct 14, 2019 2:27:00 PM

Introduction Environment, Social and Governance or simply ESG has likely been one of most overused terms in asset management in recent years (depending on the perspective). On one side, there …

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Topic:Trading SignalsAsset AllocationActive TradingRisk ManagementInvestment StrategyESGUS Equities

by Patrick Oberhaensli, on Sep 30, 2019 1:55:00 PM

Introduction We saw in one of our previous articles, that a gold investment has some merits but does not typically provide sufficient return in the (very) long-term. Today, we would …

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Topic:Trading SignalsActive TradingInvestment StrategyDiversificationGoldAnalysis and StrategyCommodities

by Patrick Oberhaensli, on Sep 21, 2019 11:08:00 AM

Introduction Instead of investing in gold directly or through a gold ETF (more typical), there's the possibility to consider the option of gold producer equity investments – in this case, …

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Topic:Asset AllocationActive TradingInvestment StrategyGoldAnalysis and StrategyCommoditiesUS Stock Market

by Patrick Oberhaensli, on Sep 12, 2019 1:04:00 PM

Introduction Certainly, Switzerland is a key player when it comes to passive pooled gold investments. Gold is among the most popular traded instruments in Switzerland. The largest two physical gold …

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Topic:Asset AllocationActive TradingInvestment StrategyGoldAnalysis and StrategyCommoditiesUS Stock Market

by Patrick Oberhaensli, on Aug 28, 2019 11:10:00 AM

Is it possible to sharply improve the risk-adjusted performance of global emerging markets equities using short-exposures? The answer is yes, by using short futures positioning at the level of the …

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Topic:Trading SignalsAsset AllocationDiversificationAnalysis and StrategyUS EquitiesEmerging Markets

by Patrick Oberhaensli, on Aug 21, 2019 2:15:00 PM

Numerous institutional investors from developed countries tried more than a decade ago to diversify further their multi-asset portfolio by including (global) emerging markets equities. It seemed logical to “complete” the …

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Topic:Active TradingInvestment StrategyBondsDiversificationAnalysis and StrategyUS EquitiesEmerging Markets

by Patrick Oberhaensli, on Jul 30, 2019 2:14:00 PM

In our alternative way to develop Low Risk strategies, we won’t consider individual stocks portfolios. Instead, we will focus on the market as a whole, exploiting a completely different anomaly …

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Topic:Asset AllocationInvestment StrategyDiversificationAnalysis and StrategyLow Risk EquitiesESG

by Patrick Oberhaensli, on Jul 14, 2019 10:20:00 AM

An Almost Philosophical Discussion Why are the Environmental, Social and Governance (ESG) criteria especially interesting in the context of classic Low Risk Equities (in a long-only low beta approach) in …

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Topic:Investment StrategyDiversificationAnalysis and StrategyLow Risk EquitiesESG

by Patrick Oberhaensli, on Jun 24, 2019 2:12:00 PM

When a market traded asset is highly volatile with a sharp or very sharp maximum drawdown within just a few years, only an attentive active strategy will allow the achievement …

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Topic:Asset AllocationActive TradingInvestment StrategyNat Gas

by Patrick Oberhaensli, on Jun 15, 2019 11:00:00 AM

What we would like to illustrate in this article is that Natural Gas, as a financial investment, can help to diversify a two-assets portfolio when a simple active strategy is …

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Topic:Asset AllocationInvestment StrategyNat GasDiversificationCommodities
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