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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 Aug 3, 2020 1:15:00 PM

Introduction Wirecard, a German financial services provider, got huge publicity in June 2020 after an abrupt share price crash. On June 18th 2020, we saw Wirecard’s stock prices sharply fall …

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Topic:Asset AllocationIPSActive TradingRisk ManagementInvestment StrategyDiversificationAnalysis and StrategyFuturesCFDsRecessionShort Selling

by Patrick Oberhaensli, on Jul 20, 2020 4:45:00 PM

Introduction For a number of years, high yield investments have been a key fixed-income sub-asset class as the hunt for (higher) yields was exacerbated by record low interest rates. In …

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Topic:Asset AllocationActive TradingRisk ManagementInvestment StrategyUS Stock MarketCovid-19USD High Yield

by Patrick Oberhaensli, on Jul 6, 2020 4:45:00 PM

Introduction In the second part of our Classic Performance Measures series, we continue our analysis of the Information Ratio. Afterwards, we will introduce additional ratios, such as the Sortino Ratio, …

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Topic:Trading SignalsOnline Trading PlatformAsset AllocationIPSActive TradingRisk ManagementInvestment Strategy

by Patrick Oberhaensli, on Jun 22, 2020 4:45:00 PM

Introduction In this two-part article series, we will explore the classic performance measures with a unique comparison basis. We start by discussing the most well-known and widely used investment performance …

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Topic:Trading SignalsOnline Trading PlatformIPSActive TradingRisk ManagementInvestment StrategyAnalysis and Strategy

by Patrick Oberhaensli, on Jun 8, 2020 4:46:00 PM

In this article, we will address the danger of applying a long-only approach to US Equity Volatility – we already discussed the danger of a short-only approach. But it does …

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Topic:DiversificationAnalysis and StrategyUS Stock MarketNYSEFuturesVolatility

by Patrick Oberhaensli, on May 25, 2020 4:30:00 PM

Introduction In our second option trading article, we will in simple(st) terms address the risk measures of options. We will also discuss the key application of hedging by the issuers …

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Topic:Asset AllocationActive TradingRisk ManagementDiversificationAnalysis and StrategyFundamental AnalysisUS Stock MarketOptions

by Patrick Oberhaensli, on May 25, 2020 12:04:00 PM

The fundamental step before actively taking part in financial investments, is developing a customised Investment Policy Statement (IPS) along with the guidance from the brokerage portfolio manager. The key components of an IPS …

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Topic:Online Trading PlatformAsset AllocationIPSRisk ManagementInvestment Strategy

by Patrick Oberhaensli, on May 18, 2020 4:45:00 PM

Introduction In this four part article series, we will deliver a concentrated view of practical inputs regarding the basic options and their uses. In this first part, we begin with …

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Topic:Trading SignalsAsset AllocationActive TradingRisk ManagementInvestment StrategyDiversificationAnalysis and StrategyUS Stock MarketFuturesOptions

by Patrick Oberhaensli, on May 11, 2020 4:45:00 PM

Introduction In the second part of our options trading article series, we present an investor view of additional investment situations in which options play a key role in terms of …

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Topic:Trading SignalsOnline Trading PlatformAsset AllocationActive TradingRisk ManagementInvestment StrategyOptions

by Patrick Oberhaensli, on May 5, 2020 9:57:00 AM

Investing requires a wholesome understanding of the investor’s individual needs, determining this should be the first task on their to-do-list, independently from their age or experience as an investor. The …

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Topic:Online Trading PlatformAsset AllocationIPSActive TradingRisk Management
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