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Organisation Description

Panthera Solutions Sarl is an Applied Behavioural Finance specialist, based in the Principality of Monaco. Our Intuitive Behavioural Design ® solutions empower asset managers and asset owners to significantly, lastingly and measurably improve their investment decision quality. We inclusively facilitate directed change in the customised form of training, coaching, consulting and Behaviour-Tech solutions. Our assignments (EUR 100+ billion AuC) and academic publications have proven us to be innovation leaders in Europe. Our most recent launch, the Panthera Tree, is a unique Behaviour-Tech solution that facilitates most evidence-based investment decisions for professional investors to strengthen their competitive edge.

CPD Courses and Workshops Available

  • Strategic Asset Allocation

    Seminar | Panthera Solutions Sarl

    Panthera Solutions Sarl

    An adaptive investment process that ensures a robust strategic asset allocation acts as prerequisite for winning the losers game as professional investor. Practical ´third generation´ portfolio construction principles will be introduced to adaptively manage multi-asset & multi-factor portfolios. After learning about a series of strategic asset allocation myths; participants will reason their case for their own investment-philosophy; -hypotheses; -strategy and -principles. All derived from using the global capital stock as starting point for their strategic asset allocation.

  • Adaptive Asset Management

    Online Course | Panthera Solutions Sarl

    Panthera Solutions Sarl

    What are the characteristics of an adaptive interpretation of multi-asset and risk management? Based on applied behavioral finance insight, the third generation of asset allocation principles (3GEN) will be introduced (risk factor diversification, causality analysis, etc.). A ®evolution, as behavioral considerations grow into success factors for investors. Practical choice architectures and nudging techniques for teams and individuals will be introduced, intending to balance the use of qualitative optimization techniques in combination with latest technologies. Agnostic product due diligence and security selection methods will be practiced. Participants get empowered through the testing of adaptive asset allocation tools for immediate implementation.

  • Investment Committee Simulation

    Online Course | Panthera Solutions Sarl

    Panthera Solutions Sarl

    Team diversity, participative decision making and inclusive leadership styles are often cited as success factors for team decisions in the context of an investment committee. Does evidence concur? This seminar reflects on the most effective investment team composition, ecological rationality and procedural best practices available to ensure a lasting optimization effect towards most evidence-based investment decisions. The seminar is choreographed as a competition-based investment committee simulation. Lessons earned are immediately practiced.
    AVAILABLE IN GERMAN & ENGLISH

  • Acquisition Of New Clients

    Online Course | Panthera Solutions Sarl

    Panthera Solutions Sarl

    If you don’t actively engage new potential clients they will be automatically attracted by your larger competitors that are already implementing specific new client acquisition strategies. It’s the time for your business to move to the next step by developing a focused, adaptive new client acquisition strategy that can bring a continuous flow of new, valuable clients. In this seminar you will learn how to get a better understanding of your market and clients’ needs and devise your own client acquisition strategy that can allow you to consistently expand your business.

  • Adaptive Risk Management

    Online Course | Panthera Solutions Sarl

    Panthera Solutions Sarl

    Adaptive markets require adaptive risk management. Adapting the risk management techniques of professional investors accordingly, leads to a diminution of a correlation-based understanding of risk. It forces the investor to think in causalities. This seminar enables professional investors with practical tools to recognize, isolate and manage causal risk factors in a portfolio. Also, participants will learn how to distinguish uncertainty from risk and how to apply new risk parameters in risk and portfolio management. Practical exercises will allow the participants to brainstorm about how applicable the lessons learned are back at their workplace.

  • Behavioral Alpha Introduction

    Online Course | Panthera Solutions Sarl

    Panthera Solutions Sarl

    Behavioral Finance is widely discussed. Nobel prices are awarded. But there is more talk, than walk. The knowing-doing gap persists. Bridging that gap is at the core of developing a comparative advantage.
    Innovation-based specialization requires critical and creative thinking along the value chain of a professional investment process. It gets unavoidably personal. Our mental immune system, combined with organisational persistence, lead to a slow adoption of behavioural insights of how to benefit from this alpha source. Participants will learn where to find and how to exploit behavioural alpha on themselves and their teams.

  • Behavioral Alpha Simulation

    Online Course | Panthera Solutions Sarl

    Panthera Solutions Sarl

    Experience how to exploit your behavioral alpha.Develop a co`mparative advantage by walking the talk about behavioral finance. Bridging the knowing doing gap is at the core of developing innovation-based specialization, which requires critical and creative thinking along the value chain of a professional investment process. It gets unavoidably personal. Our mental immune system, combined with organisational persistence, lead to a slow adoption of behavioral insights of how to benefit from this alpha source. Participants will experience a team competition, utilizing latest techniques in behavioral alpha exploitation. The team will be guided in their application of those techniques.

  • Due Diligence

    Online Course | Panthera Solutions Sarl

    Panthera Solutions Sarl

    An investment manager due diligence is often understood as ticking-the-box exercise. Unsurprisingly, this behavior conveniently translates into the dominance of past performance and related measures as investment criterion. Legal due diligence, quantitative due diligence and checklists along the lines for DDQs are valid sources to formulate the right questions, but do not replace a qualitative assessment of how the strategic, operational and legal aspects of an investment process are brought together by the investment manager(s) to meet the investment objective. The participants will perform a competition-based investment manager analysis, including a real investment manager interview. A debriefing with the focus on lessons-learned is included.

  • Financial Innovation Assessment

    Online Course | Panthera Solutions Sarl

    Panthera Solutions Sarl

    In the past, applying behavioral insights was predominantly used to install “sludges” to make us consume goods and services not necessarily in our best interest. The consumer psychology literature is full of those destructive forms of nudges (Shiller, 2015). We know from other industries with intact competition, that the most effective response to size is specialization. Instead, the asset management industry tends to interpret specialization as form over substance, where pseudo-innovations a la MinVar, Smart-Beta, VaR-optimized portfolios or risk parity still dominate the distribution pipelines. How to assess, which financial innovation is worth a consideration for you investment process? Participants will learn how to validate/falsify innovations in finance.

  • Investment Committee Simulation

    Online Course | Panthera Solutions Sarl

    Panthera Solutions Sarl

    Team diversity, participative decision making and inclusive leadership styles are often cited as success factors for team decisions in the context of an investment committee. Does evidence concur? This seminar reflects on the most effective investment team composition, ecological rationality and procedural best practices available to ensure a lasting optimization effect towards most evidence-based investment decisions. The seminar is choreographed as a competition-based investment committee simulation. Lessons learned are immediately practiced.

  • Narrative Reporting

    Online Course | Panthera Solutions Sarl

    Panthera Solutions Sarl

    Regulators modify their approach to supervision. Instead of large amounts of data points, they request professional investor to connect those points to narratives. This enables regulators to run plausibility checks. Narrative reporting not only enables investors to comply with regulation, but also to utilize the regulatory pressure for producing better investment decisions. Narrative reporting strengthens the comparative advantage of an investor through first principle thinking, investment narrative assessment and a causal understanding of capital markets. Participants will learn about best practices in narrative reporting and how to use them in their own area of responsibility.

  • Investment Automation

    Online Course | Panthera Solutions Sarl

    Panthera Solutions Sarl

    The vast proliferation of increasing technological advances continue to transform the way industries operate. Financial services, in particular, have widely adopted artificial intelligence in the hope to make better investment decisions with consistent returns. This seminar provides useful tools for practitioners to apply machine learning with two widely-used programming languages: R and Python. Participants will develop their own automated models and augment them with Artificial Intelligence in order to build smarter tools. All together, participants get empowered through practical tools that can be applied back at their desk to fit their particular needs.

  • Multi-Asset Investment Benchmarking

    Online Course | Panthera Solutions Sarl

    Panthera Solutions Sarl

    Multi-asset portfolios became a popular investment theme in recent years. But where to start your portfolio construction? The diversification effect of traditional assets classes and optimization techniques might disappoint when needed the most. This seminar first introduces several benchmarks for global multi-asset management that have proved their effectiveness over time. Then, we highlight a range of alternative assets/methods that could serve as a more robust starting point for the construction and/or management of your tailored global multi-asset portfolio. Its primary objective: ride the business cycle and weather the large gyrations of the financial markets.

  • Small & Big Data-Based Scenarios

    Online Course | Panthera Solutions Sarl

    Panthera Solutions Sarl

    Financial companies have widely adopted big data analytics to uncover hidden patterns or unknown correlations that can help them make better predictions and thus more-informed business decisions. However, if not supported by rigorous methodological criteria, these methods can be more than misleading. This seminar covers a range of forecasting tools from small data and small models to big data and big models. Best forecasting principles are introduced and some of the most used methodologies in machine learning are also studied. Participants will learn how to create plausible alternative scenarios and assess their impact on their investments.

  • Unlock Your Goals

    Online Course | Panthera Solutions Sarl

    Panthera Solutions Sarl

    This seminar is about enhancing anyone’s personal management ability to produce higher business performances by setting clear, transformative goals. It emphasizes on how to overcome the personal barriers we face in reaching them. This seminar and the guided self-analysis performed during the sessions, allow each participant to gain invaluable insights and a clear understanding on their own aspirations and the different types of barriers that prevent them from achieving their desired results.

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