Andreas Steiner Consulting

Providing Competence in Investment Decision Making

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Investment decision making consulting: design, independent assessment, advice, external participant
Internal and external training sessions on advanced topics related to investment performance & risk
Risk budgeting for institutional investors, internal risk control for asset managers
Outsourced and iIndependent research
Risk management requirements for mutual funds in Europe (UCITS, KAG)
Performance calculation methodologies (performance attributions, TWR/MWR) & presentation standards (GIPS), certification/verification of return figures, performance and risk reporting
Independent opinion on realized investment performance & risk for private individuals and institutions
Portfolio construction and asset allocation techniques "beyond Markowitz" with non-normal distributions, non-linear dependence structures and realistic investor preferences based on complex risk preferences
MS Excel - based implementations of modern quantiative risk management techniques
Independent model risk assessments
Independent analysis and certification of backtests and model portfolios.
Gap analysis / evaluation of performance & risk management software, external advisor / steering committee member in internal software projects
Enhancing investment decision making processes with insights from Behavioural Finance research
Advisory board membership
Mentorship