Quantitative Investment Office

HQ Address

Böndlerstrasse 63, 8802 Zurich, Switzerland

Website Address

goal-based.investments/

Connect with Quantitative Investment Office
Business introduction

Too often, people make investment decisions on a subjective basis without a structured fundamental framework. Quantitatively-supported investment decisions mitigate these biases and conflicts by introducing objective measures and a structured investment decision process, particularly goal-based tech

We are a Swiss-based group of senior financial professionals combining strong academic know-how in finance, economics and mathematics with long-standing experience in the financial industry. We founded QIO – Quantitative Investment Office, the analytical backbone of all our services

QIO provides a unique, modern and accessible application for goals-based investing. The application encompasses both asset and liability aspects and can be fully customized to cover various aspects of lifecycle wealth management, including income source, inflation, or pre-existing asset holdings. Applications range from individual investors to sovereign wealth funds.

Quantitative Investment Office Solutions

goal-based.investments

Our solution allows users to accumulate or spend wealth. Prioritize and dynamically adjust the investment strategy over time. In this way, our goals-based solution provides answers to investment questions, it provides solutions to investment problems, especially when working with clients on a one-on-one basis....

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