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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 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

by Patrick Oberhaensli, on May 18, 2019 10:03:00 AM

Bitcoin made an accelerated upward-move in 2017 and reached its highest value near the 20’000 USD mark around mid-December of the same year. After getting to that absolute top, the bitcoin …

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Topic:Trading SignalsActive TradingInvestment StrategyCrude OilBitcoin

by Patrick Oberhaensli, on May 14, 2019 4:23:00 PM

Often active investing in Bitcoin focuses on the classic managed futures approach. However, in this article we will explore a very different approach of anticipating the Bitcoin value. Although it was …

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Topic:Active TradingInvestment StrategyCrude OilBitcoin

by Patrick Oberhaensli, on May 9, 2019 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 Apr 24, 2019 12:05:15 PM

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 18, 2019 3:58:14 PM

In this article, we will not only discuss what trading signals are and how they can be categorised but also address on what basis they are built. Beyond current applications, …

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Topic:Trading SignalsOnline Trading PlatformQuantamentalRobo-Advisor
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