Smart Investment Strategy (SIS) – Blueprint & Pilot Projects

Pilot Projects & Collaboration

The Smart Investment Strategy (SIS) is currently in the concept and simulation phase. Technical systems are not yet available. We are looking for partners for pilot projects to jointly develop and test realistic application scenarios.

Sandbox pilot – initial tests in a protected environment
Validation on sub‑portfolios – applied to selected portfolios
Retrospective scenario analysis – backward‑looking simulation of historical data
Co‑creation with research partners – jointly developing new approaches
Individual pilot projects – tailored scenarios as needed

Are you interested in a pilot project or would like to get to know the method? Feel free to contact us for a non‑binding conversation.

Pilot Projects & Collaboration Contact us – discuss pilot project

About SIS

Smart Investment Strategy (SIS) is our framework for developing intelligent, rule‑based investment strategies. It covers the entire value chain from strategy, automation, risk, compliance, analysis and governance.

Data Feeds & APIs

External data sources, market feeds and API integrations.

AI & Simulation

Automated learning, pattern recognition and simulation.

Automation

Workflows, process automation and robotics.

Compliance

Regulatory updates, monitoring and documentation.

Governance

Audit trail, approvals and decision logic.

Security

Key management, forensics and incident response.

Reporting

Analyses, evaluations and tenant reports.

Tenants & White Label

Multi‑tenant capability, roles and licence management.