Strategy Refresh for Existing Funds
We modernize existing fund strategies with quantitative and AI-based methods – without changing the regulatory framework.
What is a Strategy Refresh?
A strategy refresh means we enhance existing fund or portfolio strategies with modern quantitative and AI-based methods – without changing fund documents, the regulatory structure, or the investor base. The result: better risk management, more alpha, clear systematics.
From Discretionary to Systematic
Many existing funds still operate primarily discretionary. We help systematize parts of the investment process step by step – starting from signal generation, through position sizing, to allocation optimization.
Risk Reduction Without Return Sacrifice
By deploying our risk management models, drawdowns can be systematically reduced and volatility stabilized – without materially reducing return expectations. Proven through rigorous backtests across different market phases.
Implementation and Support
We accompany the entire process: from analysis of existing strategies and portfolios, through development of quant components, to integration into existing systems. Including training of the investment team and ongoing optimization.