{"id":673,"date":"2019-03-03T13:48:11","date_gmt":"2019-03-03T12:48:11","guid":{"rendered":"https:\/\/tetralog.de\/?p=673"},"modified":"2020-01-23T10:11:13","modified_gmt":"2020-01-23T09:11:13","slug":"sound-approach-to-investment-advice","status":"publish","type":"post","link":"https:\/\/tetralog.de\/en\/sound-approach-to-investment-advice\/","title":{"rendered":"Well-founded approach to investment advice"},"content":{"rendered":"

\u201cCan you meaningfully evaluate and present certificates for a holistic portfolio analysis and optimization?\u201d This requirement was met in the acquisition of agree21optifolio, the portfolio management tool for the consulting workplace of the cooperative network.\u00a0For DZ-Bank, one of the project sponsors and Germany’s second largest issuer of certificates, a convincing answer to this challenge was decisive for the project award.<\/p>\n

Our approach was to extend the established Tetralog Enhanced Datafeed, called TED, to include a library of algorithms for synthesizing historical price series for the certificate types issued by DZ-Bank.<\/p>\n

A concept study provides the answer to an up to now unsolved problem<\/h2>\n

After intensive discussions with our partners at DZ Bank, it became clear that our approach – to create a valuation basis for certificates by synthesizing time series – is pioneering work<\/a> that requires an empirical basis. In a comprehensive concept study<\/a>, we then simulated different approaches to empirically determine the best method and the most important parameters for the synthesization.<\/p>\n

A new consulting tool based on mathematics creates trust<\/h2>\n

With the resulting certificate TED, our customers now have a mathematical basis and visual representation at hand to argue for or against a specific certificate in portfolio optimization. Where private investors used to have to \u201ctrust blindly\u201d, our methodology now creates security through facts. We have already modelled over 40 different certificate types, such as reverse convertibles, bonus certificates, ZinsFix express certificates and yield certificates, with the certificate TED – and also linked and synthesised 50,000 individual products.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u201cCan you meaningfully evaluate and present certificates for a holistic portfolio analysis and optimization?\u201d This requirement was met in the acquisition of agree21optifolio, the portfolio management tool for the consulting workplace of the cooperative network.\u00a0For DZ-Bank, one of the project sponsors and Germany’s second largest issuer of certificates, a convincing answer to this challenge was decisive for the project award. Our approach was to extend the established Tetralog Enhanced Datafeed, called TED, to include a library of algorithms for synthesizing historical price series for the certificate types issued by DZ-Bank. A concept study provides the answer to an up to now unsolved problem After intensive discussions with our partners at DZ Bank, it became clear that our approach – to create a valuation basis for certificates by synthesizing time series – is pioneering work that requires an empirical basis. In a comprehensive concept study, we then simulated different approaches to empirically determine the best method and the most important parameters for the synthesization. A new consulting tool based on mathematics creates trust With the resulting …<\/p>\n","protected":false},"author":2,"featured_media":1093,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[87],"tags":[],"class_list":["post-673","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"acf":[],"yoast_head":"\nWell-founded approach to investment advice - tetralog systems<\/title>\n<meta name=\"description\" content=\"Where private investors used to have to \u201ctrust blindly\u201d, our certificate module in TED now creates security through facts in the portfolio context.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/tetralog.de\/en\/sound-approach-to-investment-advice\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Well-founded approach to investment advice - tetralog systems\" \/>\n<meta property=\"og:description\" content=\"Where private investors used to have to \u201ctrust blindly\u201d, our certificate module in TED now creates security through facts in the portfolio context.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/tetralog.de\/en\/sound-approach-to-investment-advice\/\" \/>\n<meta property=\"og:site_name\" content=\"tetralog systems\" \/>\n<meta property=\"article:published_time\" content=\"2019-03-03T12:48:11+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-01-23T09:11:13+00:00\" \/>\n<meta name=\"author\" content=\"mzeman\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"mzeman\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/tetralog.de\/en\/sound-approach-to-investment-advice\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/tetralog.de\/en\/sound-approach-to-investment-advice\/\"},\"author\":{\"name\":\"mzeman\",\"@id\":\"https:\/\/tetralog.de\/#\/schema\/person\/9ff0b4c219084eb62a19beebca3652aa\"},\"headline\":\"Well-founded approach to investment advice\",\"datePublished\":\"2019-03-03T12:48:11+00:00\",\"dateModified\":\"2020-01-23T09:11:13+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/tetralog.de\/en\/sound-approach-to-investment-advice\/\"},\"wordCount\":256,\"publisher\":{\"@id\":\"https:\/\/tetralog.de\/#organization\"},\"image\":{\"@id\":\"https:\/\/tetralog.de\/en\/sound-approach-to-investment-advice\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/tetralog.de\/wp-content\/uploads\/2019\/09\/ttl-logo-dz-bank.svg\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/tetralog.de\/en\/sound-approach-to-investment-advice\/\",\"url\":\"https:\/\/tetralog.de\/en\/sound-approach-to-investment-advice\/\",\"name\":\"Well-founded approach to investment advice - 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