Please note that the following answer only applies to clients of our german Wealth offering.
We use leading technology and the latest findings from capital market research and financial econometrics to manage portfolios. Unlike an active asset manager, we do not make portfolio reallocations based on subjective opinions about price developments of specific asset classes. Portfolio adjustments are essentially the result of deviations in the loss risks or target weights of the current portfolios from our clients' chosen risk category.
However, the actual trading, i.e., the execution of securities orders, takes place by a real investment team, which reviews and bundles the securities orders and finally passes them on to our trading bank.
In this way, we ensure that there is still a human control instance, which, however, does not actively intervene in portfolio management, but rather further develops, monitors and checks the system.
However, the actual trading, i.e., the execution of securities orders, takes place by a real investment team, which reviews and bundles the securities orders and finally passes them on to our trading bank.
In this way, we ensure that there is still a human control instance, which, however, does not actively intervene in portfolio management, but rather further develops, monitors and checks the system.