Managing investments inside the comfort zone

fundix logotype

Fundix.nl is a Dutch wealth management service provider. Online since 2006, Fundix offers an innovative approach for proposing, implementing and monitoring individually tailored fund portfolios, based on an extensive client profiling algorithm and Markowitz’ portfolio optimization provided by tetralog systems.

 

tetralog systems conceptualized and implemented the central application of fundix’ business model. The application was a nominee for the prestigious Dutch 2007 Banking & Finance Innovations Awards.

Based on a detailed psychological and situational profile, investment goals and horizon, a target risk and comfort zone are defined for each client. An efficient portfolio with the given target risk is created and monitored on a regular basis. If the portfolio moves outside the comfort zone due to market developments , it is automatically re-optimized into the comfort zone towards its defined target risk.

Unbenannt

Contact