Quantitative consulting & solutions

We help you identify opportunities in integrating quantitative methodologies into your investment process and digitalizing your operation.

Our busin

Systematic investment signals

We build tailor-made and actionable trading signals using our powerful data libraries to streamline your internal investment process.

ess focus

Quantitative consulting & systematic investment solutions

Our consulting products and services are designed to elevate every facet of your investment strategy. We specialize in seamlessly integrating state-of-the-art quantitative methodologies alongside cutting-edge AI tools, ensuring a holistic optimization of your investment process and allowing you to navigate the markets with precision and confidence.

AMIS: your gateway to quantitative solutions

AMIS (Asset Management Infrastructure Software) is a highly scalable platform covering the full scope of the investment process. It integrates more than 10 years of continuous R&D and is designed to help you find quantitative solutions to complex problems.

Over the years, we have developed modules that seamlessly complement the core of AMIS, extending its capabilities to a wider spectrum of needs within the investment process.

amis-modules
Data module
Data module

Data manipulation, storage, extraction, and processing

Performance module
Performance module

Historical simulation, performance and risk evaluation of live strategy

Analytics module
Analytics module

Signal analytics, strategies / factor monitoring

Portfolio module
Portfolio module

Portfolio construction and optimization with live strategy execution

Custom module
Custom module

Equity screening, SAA / TAA process

Reporting module
Reporting module

Factsheet / termsheet, performance reports

CIO Cockpit: your asset allocation companion

Run and monitor your asset allocation process with our CIO Cockpit. Built from our AMIS workbench, the CIO cockpit is a fully customizable and highly scalable environment where you can manage your asset allocation process effortlessly while being connected to Bloomberg or Eikon.

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AlphaMiner: target market outperformance

AlphaMiner gives you an in-depth prediction power analysis covering the duration of your trading signal. Built from our AMIS workbench, AlphaMiner allows you to visualize the quantile performance and statistics of your signal and gain insights into the source of performance by understanding metrics such as accuracy and hit-ratio.

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Let’s summarize

We help you

  • Elevate your investment process with advanced quantitative finance methods and AI tools

  • Unlock value by identifying opportunities through a systematic investment lens

  • Improve and strengthen the digitalization of your investment process

  • Design tailor-made systematic solutions to consolidate your investment strategy

  • Enhance your existing tools using state-of-the-art quantitative methodologies

If you are interested in our consulting services and products, please contact us.

Systematic investment signals

Experience the power of our systematic trading signals, actionable and precisely crafted for your unique needs. With access to our powerful data libraries, you build your own signals and streamline your internal investment process.

Meet our signals: systematic and bias-free

Enhance your decision making process and performance generation with our SIM signals, built from financial markets data and factors.

Our signals come in 3 categories:

  • Multi-asset tactical allocation

  • Single stock selection

  • Context macro

If you are interested in any of our systematic investment signals, please contact us.

sim-signals
Multi-asset tactical allocation
Multi-asset tactical allocation

SIM Dynamic Trend

Single stock selection
Single stock selection

SIM Quality, SIM ESG Controversy Risk, SIM Risk-Adjusted Trend

Context macro
Context macro

SIM Risk On/Off, SIM Equity Tail Risk, SIM Economic Context and Investor Sentiment

A success story in the making

Our valued clients generously share their thoughts, feelings, and successes. From their own perspectives, they narrate how our products and services have positively impacted their investment processes. These testimonials reflect the dedication we have to providing the highest standards of quality and exceptional customer satisfaction.

What our clients say

testimonials

Daniel Lüchinger

Head Investment Solutions/CIO, Graubündner Kantonalbank

“Over the past eight years, our partnership with SIM Global has proven incredibly effective and valuable. They have contributed their extensive expertise and experience to our collaboration, aiding us in enhancing our internal quantitative capabilities through tailor-made systematic, robust, and scalable tools. This collaborative effort has led to the creation of an interactive eco-system for our analytics engine, investment research, and performance monitoring. As a result of this successful collaboration, we are actively directing all internal quantitative analysis and outputs through the tools we developed using their AMIS workbench.“

Stefan Angele

Head of Asset Management, Luzerner Kantonalbank

“The collaboration with SIM Global in the past four years on the development of our internal quantitative capabilities with tailor-made systematic, robust and scalable tools has been very positive and valuable. Their expert's extensive know-how and experience in that domain enabled the construction of a powerful interactive eco-system for our analytics engine, investment research (equity, bond, ESG) and performance monitoring and ultimately helped us increase the robustness and quality of our results.“

Contact us

If you are interested in our products and services, please write us and we will be in touch with you.

info@simglobal.ch

Münsterhof 18
CH-8001 Zürich