Panthera Solutions Sarl

Panthera Solutions Sarl

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 & Workshops

Business

Strategic Asset Allocation

Panthera Solutions Sarl

An adaptive investment process that ensures a robust strategic asset allocation acts as prerequisite...
Seminar
Business

Adaptive Asset Management

Panthera Solutions Sarl

What are the characteristics of an adaptive interpretation of multi-asset and risk management? Based...
Online Course
Business

Investment Committee Simulation

Panthera Solutions Sarl

Team diversity, participative decision making and inclusive leadership styles are often cited as suc...
Online Course
Business

Acquisition Of New Clients

Panthera Solutions Sarl

If you don’t actively engage new potential clients they will be automatically attracted by your larg...
Online Course
Business

Adaptive Risk Management

Panthera Solutions Sarl

Adaptive markets require adaptive risk management. Adapting the risk management techniques of profe...
Online Course
Business

Behavioral Alpha Introduction

Panthera Solutions Sarl

Behavioral Finance is widely discussed. Nobel prices are awarded. But there is more talk, than walk....
Online Course
Business

Behavioral Alpha Simulation

Panthera Solutions Sarl

Experience how to exploit your behavioral alpha.Develop a co`mparative advantage by walking the talk...
Online Course
Business

Due Diligence

Panthera Solutions Sarl

An investment manager due diligence is often understood as ticking-the-box exercise. Unsurprisingly,...
Online Course
Business

Financial Innovation Assessment

Panthera Solutions Sarl

In the past, applying behavioral insights was predominantly used to install “sludges” to make us con...
Online Course
Business

Investment Committee Simulation

Panthera Solutions Sarl

Team diversity, participative decision making and inclusive leadership styles are often cited as suc...
Online Course
Business

Narrative Reporting

Panthera Solutions Sarl

Regulators modify their approach to supervision. Instead of large amounts of data points, they reque...
Online Course
Business

Investment Automation

Panthera Solutions Sarl

The vast proliferation of increasing technological advances continue to transform the way industries...
Online Course
Business

Multi-Asset Investment Benchmarking

Panthera Solutions Sarl

Multi-asset portfolios became a popular investment theme in recent years. But where to start your po...
Online Course
Business

Small & Big Data-Based Scenarios

Panthera Solutions Sarl

Financial companies have widely adopted big data analytics to uncover hidden patterns or unknown cor...
Online Course
Business

Unlock Your Goals

Panthera Solutions Sarl

This seminar is about enhancing anyone’s personal management ability to produce higher business perf...
Online Course

Upcoming CPD Events

Finance

Configure high performance investment committe...

Panthera Solutions Sarl

Investment committees are well established decision making bodies. They are expected to e...
22 Sep 2021
Finance

Understand the mindset of your investors to...

Panthera Solutions Sarl

At the end of the day; your success in the business is defined by your clients. Whate...
27 Oct 2021
Finance

Casting your AI model

Panthera Solutions Sarl

Financial services have widely adopted artificial intelligence in the hope to make bette...
29 Sep 2021
Finance

Portfolio analytics for investment committees

Panthera Solutions Sarl

Advanced portfolio analytics are essential for informed investment decision making and de...
11 Nov 2021
Finance

Risk budgeting in active management

Panthera Solutions Sarl

Success is not random – only with optimized risk budgeting can investors achieve reliab...
09 Dec 2021
Finance

Apply the high five of personal empowerment...

Panthera Solutions Sarl

The half-life of financial knowledge requires investment professionals to continuously wor...
01 Sep 2021
Finance

Measure cognitive diversity in investment tea...

Panthera Solutions Sarl

Diversity matters. Cognitive diversity matters even more for decision making. Measuring cog...
01 Sep 2021
Finance

Introduction to green bond due diligence

Panthera Solutions Sarl

Green Bonds enable capital-raising and investment for new and existing projects with env...
14 Oct 2021
Finance

Improving impact investing with causality ana...

Panthera Solutions Sarl

In 2021; sustainable investing is a hotter than ever topic and it’s clear that finance...
24 Nov 2021

CPD Subsectors

Business Consultancy