Partner
CurrentWorking mainly with Swedish insurance firms with projects in quantitative finance.In the process of helping a large Swedish financial group roll out one of the first comprehensive robo-advising platforms in Sweden, with the aim of reaching a potential 3.7m retail clients. Configuring the 3rd party projection engine to optimally capture the expected performance of the ~800 funds available to clients. Both a qualitative and quantitative exercise (eg. in what circumstances does it not make sense to blindly optimize the fit to historical data?). Also suggestions on how to improve the process, and make the value proposition to the retail clients more appetizing.