Starting point: A professional investor is trading regularly via a main banking platform. Managing one's own finances can be a highly emotive process, with feelings having a negative impact on decision-making and often leading to sub-optimal outcomes. He wishes to take a leading role in the decision-making process, while outperforming a passive investment strategy.
Challenge: How to know yourself and beating regularly the market.
Our Solution: Helping the client understand behavioral finance, allows him to have a clear and cold approach to the markets. In parallel, his understanding of derivatives instruments supports him in creating asymmetric payouts, increasing the favorable odds against the market. The result is an over-performance of 9% during the first year. Today the client is successfully beating a passive benchmark between 5% to 10% every year.
