Our goal was to increase our sales of mutual funds through our captive retail network […] We needed a Web-based, easy to use software able to capture customer preferences and perform a stable asset allocation – something that both our customers and our advisors would trust. Only RaisePartner had the technology to do this.
Asset Management Executive
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Case studies
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These case studies show how NORM Asset Management can help deal with practical quantitative issues in portfolio management and risk modeling.
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Analysis of a Structured Product |
A pension fund manager wants to diversify his investments and introduce a structured product in his fund.
To forecast the impact of the new product in the pension fund, he needs to analyze the structured product from an institutional investor’s point of view: to what extent can he lower the risk of the pension fund while preserving its performance?
This case study shows whether the structured product can help design a portfolio with the same profile but lower risk and greater return/risk ratio.
 Read on
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