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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 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

by Patrick Oberhaensli, on Apr 27, 2020 4:45:00 PM

Introduction In this two part article, we will examine the use of options through a clearly expressed investor view. It is only in this context, that an advanced asset allocation …

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

by Patrick Oberhaensli, on Apr 15, 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 Apr 10, 2020 4:45:00 PM

Introduction It's not expected that a long-only passive investment will offer satisfactory returns for either a USD versus a set of key currencies or a EUR/USD (an EUR investment expressed …

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Topic:Active TradingRisk ManagementInvestment StrategyAnalysis and StrategyUS Stock MarketForex

by Patrick Oberhaensli, on Apr 6, 2020 4:15:00 PM

Introduction A recession is typically defined as two consecutive negative readings of real (not nominal) GDP growth, and that's exactly what numerous countries and regions, including economically important areas in …

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Topic:Trading SignalsAsset AllocationActive TradingRisk ManagementInvestment StrategyUS EquitiesUS Stock MarketVolatilityRecession

by Patrick Oberhaensli, on Mar 31, 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
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