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 …
read moreby 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, …
read moreby 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 …
read moreby 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 …
read moreby 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 …
read moreby 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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