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SOLUTIONS
STRATEGIC
ASSET
ALLOCATION
INTELLIGENCE
CONSULTING SERVICES
Panthera Solutions based in the Principality of Monaco provides Strategic Asset Allocation Intelligence for professional investors in Europe. We offer B2B-Consulting for the management of multi-asset-portfolios. Our solutions are based on the third generation of asset allocation principles. In our segment we have proven to be innovations leader in Germany, Austria and Switzerland.
1.
Generation
Traditional
Beta
&
Long-term
Investment
Horizon
2.
Generation
Multi-Asset-DiversiPication
&
Globalization
of
Allocation
3.
Generation
Dynamisation
of
Multi-Asset- Allocation
&
DiversiPication
via
Risk
Factors
1950 - 2000
2000 2010
2010
Dominant
Characteristics
of
3rd
Generation
Asset
Allocation
via
risk
factor
diversiPication
Real
active
managers
(vs
beta
players)
receive
larger
freedom
Alternative
Assets
extended
by
catastrophe
bonds,
carbon
credits,
intellectual
property
rights
&
longevity
swaps
SAA
&
TAA
distinction
loses
explanatory
power
see
DSAA
Emancipation
from
MPT-Family
Portfolio management strategies of generation 1 and 2 generate diversiPication and robustness in declining manner. They skew risks and lead to Plawed investment decisions.
3.
Generation
First
Best-Practice- Strategies
Take
Shape
2.
Generation
Dominant
Portfolio
Management
Strategies
Risk
Parity
Portfolio
Buy-Hold
Portfolio
Yale
Modell
Permanent
Portfolio
Balanced Portfolio
Best-of-two Portfolio
CORECOMPETENCE
WE SUPPORT YOU IN DETECTING PORTFOLIO RISKS EARLIER AND DIVERSIFY THEM MORE ROBUSTLY. TO YOUR CLIENTs ADVANTAGE. TO YOUR ADVANTAGE.
INTRO
CUSTOMER
EVENT
2
DAY
INHOUSE
3GEN
INTRO
ONE
TIME
PORTFOLIO
ANALYSIS
THEME
UPDATE
MACRO
UPDATE
ACADEMIC
UPDATE
PRODUCT
UPDATE
Our
services
are
aligned
to
maximizing
the
relevance
for
our
clients.
Consequently
we
consider
regulatory
and/or
internal
constraints
in
the
set-up
of
our
consulting
work.
REGIONAL
BANKS
PRIVATE
BANKS
FAMILY
OFFICES
HNWI
TRUSTS
WEALTH
MANAGER
ASSET/
PORTF.
MANAGER
CUSTOMIZED SERVICES
TARGET GROUPS
SERVICE OFFERING
PROCESS CONSULTING
RULEBOOK
FORMATS
KEY NOTE MODERATION PROCESS FEEDBACK PROCESS INTERVENTION DIRECT INPUT DIALOGIC INPUT
RULEBOOK EXECUTION
PRODUCT SELECTION
DIGITAL REPORTS
SERVICE OFFERING
COMPETITIVE EDGE
PROCESS
Check-list
for
data
collection
+
Current
portfolio
positions
+
Transaction
history
of
prev
12
months
Interview(s)
with
clients
AA
decision
makers
about
current
AA
premises,
regulatory
constraints,
ALM
guidelines,
internal
decision
making
process,
etc.
DePining
a
Plow
chart
with
client,
including
on-demand
calls
and
feedback-loops.
Analyzed
aspects
of
the
client
portfolio:
DATA COLLECTION
PORTFOLIO ANALYSIS
Impact
of
global
and
speciPic
risk
factors
sourced
from
Pantheras
Risk
Matrix
-
on
current
portfolio
Balance
between
business
cycle
timing
and
long-term
macro
trend
coverage
in
current
portfolio
The
written
analysis
report
includes:
Action-oriented
description
of
all
analyzed
aspects
Comparison of the current portfolio with a portfolio derived from third generation AA principles Recommendations on how to transform the current portfolios policy allocation into one aligned with third generation AA principles The report will be explained during a conference call.
OPTIONAL
The recommended products would comply with regulatory constraints of the client.
EUR 2.500
+ 1 WEEK
If requested, the process can include investment product recommendations to implement the policy allocation transformation as outlined in the analysis report.
2 WEEKS
Rebalancing logic
EUR 5.000
SEMINARS
All
Panthera
Solutions
services
are
based
on
one
core
competence:
providing
for
their
asset
allocation
of
professional
investors
with
a
stable
foundation
3rd
generation
multi-asset-concepts.
Our Workshops teach participants the necessity of applying 3rd generation asset allocation principles. QualiPied/professional investors are introduced to the transition from AA Generation 1 to 3. In addition, a toolbox of new optimization techniques is practised.
SEMINARS
SERVICE OFFERING EXAMPLE
Organizer
in
Austria
Wiener
Brse
Akademie
Organizer
in
Germany
WM
Seminare
Organizer
in
Switzerland
WM
Seminare
Accredited by the Financial Planning Standard Boards in Germany, Austria and Switzerland:
CASE STUDY
FOUNDATION
INITIAL SITUATION The board of trustees of an Austrian private foundation was increasingly unsatisPied with the wealth management service provided by its house bank (high product turnover; high level of inhouse products). Chastened by high performance volatility and intransparent service provision, the board approached Panthera Solutions. PROCESS 1. The board mandated Panthera Solutions to perform a one-time portfolio analysis. In the Pinal report, we recommended concrete steps, how # asset allocation guidelines and # the investment process of the board ONE-TIME PORTFOLIO can be improved by applying 3GEN optimization techniques. ANALYSIS
2. Subsequently, Panthera Solutions was mandated to implement certain recommendations from the Pinal report, together with the foundationss legal and tax advisors.
PROCESS CONSULTING
3.
After
a
successful
implementation,
Panthera
Solutions
was
appointed
as
external
intelligence
provider.
The
house
bank
was
kept
as
wealth
manager.
In
detail,
Panthera
Solutions
organizes
and
moderates
a
semi-annual
full-day
program
on-
site,
during
which
the
board
of
trustees
updates
its
asset
allocation.
ON
SITE
SEMI-ANNUAL
UPDATE
CONCLUSION Despite the ongoing service costs of Panthera Solutions, the overall cost structure of the private foundation decreased signiPicantly, while its asset allocation turned increasingly stable and at target return.
WOLFGANG MATEJKA
ERWIN HOF
TESTIMONIALS
His course evaluations are indeed among the highest in our institution. Reliable, calm and well organized Markus is a pleasure to work with and is a great asset in our team.
MATTHEW BARNETT
CONTACT
info@panthera.mc www.panthera.mc