How.

Traditional.

We constantly screen the Traditional Asset universe and select the best assets based on fees, liquidity and suitability.

Huge Differences in Fees

Lowest and highest average TER*
0.03%
5.91%
*TER: Total Expense Ratio is the total cost of a fund to the investor and includes mainly purchase fees, redemption fees, auditing fees & management fees.

Huge Differences in Liquidity

Lowest and highest average daily volume
Less than
$ 100’000
More than
$ 100MN

How. Traditional.

Hedge-Fund grade risk protection.

Our investment strategies are running on our latest quantitative model - Schlossberg&Co Model Series 2. Our Series 2 is a consistent development from Series 1. For the first time we rely on a combination of 4 different algorithms as opposed to only 1.

28
Models Analysed
50+
Years Backtested
756
Correlations Tested

We don’t believe in magic and prefer the harsh reality. We have eliminated all the guess work and have modelled reality as close as possible with today’s technology. Our model 2 combines the latest scientific research in quantitative
investment algorithms.

Read the original paper

How. Traditional.

Minimize Drawdowns.

Our model is designed to cut the worst losses while participating in the upswings. It’s not magic it’s just consistent risk management. Our quantitative approach allows us to exploit market inefficiencies and is unique in the industry.

How. Traditional.

Proven successful.

Our model has proven successful in the most drastic financial crises of recent history. Be it the 2001 Dot-Com Bubble, the 2008 Financial Crisis or the recent Market Hiccup of 2018. Our model has shifted into defensive assets ahead of these downturns and managed to minimise the losses.

Bonds
Equity
Cash
Other
All fees (Schlossberg&Co and third party fees) are included. Graph shows an investment of CHF 100 over time. Benchmark is a portfolio consisting of a global allocation to 60% equities and 40% bonds rebalanced monthly.
Bonds
Equity
Cash
Other
All fees (Schlossberg&Co and third party fees) are included. Graph shows an investment of CHF 100 over time. Benchmark is a portfolio consisting of a global allocation to 60% equities and 40% bonds rebalanced monthly.
Bonds
Equity
Cash
Other
All fees (Schlossberg&Co and third party fees) are included. Graph shows an investment of CHF 100 over time. Benchmark is a portfolio consisting of a global allocation to 60% equities and 40% bonds rebalanced monthly.

How.

Digital.

Before investing in any Digital Asset, we have a very close look at the most important fundamentals. In addition to the use case, we include monetary policy, team, the ecosystem, the level of decentralisation and liquidity.

Above 1Mia. Market Capitalisation.
Proven use case.
Algorithmic Monetary Policy.

We have specifically developed a version of our Schlossberg&Co Model Series 2 for digital assets. Digital assets markets are in their nascency and very challenging to manage. We have modelled reality as close as possible with today’s technology and eliminated all the guess work.

Read the original paper

How. Digital.

Minimize drawdowns.

Our model is designed to cut the worst losses while participating in the upswings. It’s not magic it’s just consistent risk management. Our quantitative approach allows us to exploit market inefficiencies and is unique in the industry.

Digital Assets
Cash
All fees (Schlossberg&Co and third party fees) are included. Graph shows an investment of CHF 100 over time. Benchmark is Bitcoin.

How.

Venture.

Before investing in any Venture Asset, we have a very close look at the most important fundamentals. In addition to the use case, we include monetary policy, team, the ecosystem, the level of decentralisation and liquidity.

Potential to shape the future of finance.
Excellent team & community.
Algorithmic Monetary Policy.

How. Venture.

Valuation Model innovation.

Schlossberg&Co is at the forefront when it comes to the development of ways of how to value these new assets. We have done extensive research around network-based valuation models but also more traditional-like cash flow-based models.

Network-based valuation models - Metcalf’s Law

How. Summary.

Schlossberg&Co is diligently selecting the various sub-assets for each strategy based on different parameters. Our hedge-fund grade risk model is being applied to all strategies and we are actively participating in the innovation of new valuation models for the new emerging digital asset space.

#1
Hedge-Fund grade risk model applied to diligently selected Traditional Assets.
#2
Hedge-Fund grade risk model applied to Digital Assets with a proven use-case.
#3
Sophisticated valuation models applied to assets with high chances of success.
InvestTechnologyResearchSB & InstitutionsWhy. What. How.VoiceJob Opportunities