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Where innovation meets knowledge. Is your portfolio fine tuned for the right risk/reward profile? .

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FINANCIAL ENGINEERING

Structuring Investment & Hedging Solutions

Optimization

Built a Shariah compliant investment structure.

Levereged Solution

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Structured Products Portfolio

Risk/reward analisys of SP portfolio, re-balancing with updated strategy stiles, risk factors, derivative pricing and new investment idea generation.

Actively Managed Certificate

Set up a replica of an AMC, innovation through an Index that allows the manager to trade all asset classes in a efficient way.

Securitisation

Cayman Fund wrapped via a Luxembourg SPV into a 5y fiscally efficient Fixed Rate Note.

Capital Protected Note

100% Capital Protected Note on a selection of EM Equities and Fixed Income Funds, maturity 3y with 115% gearing, playing the EM recovery story.

ABOUT US

Strenght & Expertise with a customized approach

  • Structured Products Portfolio

  • Securitisation

  • Optimization

  • Levereged Solution

  • Capital Protected Note

  • Actively Managed Certificate

CONTACT US

  • FULL NAME

    InvEstimate

  • ADDRESS

    Viale Cassarate 5, 6900 Lugano

  • EMAIL

    info@investimate.ch

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