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This website is for the information and use of professional advisers only. The information provided is not intended to be used by any person or entity in any country or jurisdiction where the provision of information and subsequent potential commercialisation would be illegal. The information on this website does not constitute an offer for sale in the United States of America. The information provided by this website is not intended for U.S. persons. The trading strategies described on this website may not be offered or sold in the United States or to U.S. persons or for the account for the benefit of a U.S. person.
The contents on this website are not to be construed as investment, legal or tax advice or recommendation and do not consider the particular circumstances specific to any individual recipient to whom the information on this website has been delivered. The information on this website is not an offer or recommendation to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Further, none of the information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. The recipient should make its own appraisal and should obtain advice from appropriate qualified experts.
Past returns from any trading strategy are no guarantee that the same (or enhanced) returns from the trading strategy will be achieved in the future. Furthermore transaction costs and replication costs are not considered in the calculation of the performance and risk measures. THETA Finance AG also advises that the potential investments described herein are speculative, involve a degree of risk and there is no guarantee of performance or a return of any capital with respect to any investment.
You agree to indemnify, defend and hold harmless THETA Finance AG from and against any claims, losses, damages, liabilities, costs and expenses, including, without limitation, reasonable attorneys and experts fees and costs, as incurred, arising in any manner out of your use of, or inability to use, any information contained on the website.
The information and opinions contained on this website have been obtained from public sources believed to be reliable, but no representation or warranty, express or implied, is made that such information is accurate or complete and it should not be relied upon as such. Information and opinions contained in this document are published for the assistance of recipients, but are not to be relied upon as authoritative or taken in substitution for the exercise of judgement by any recipient. THETA Finance AG and all other companies mentioned on this website will not be responsible for the consequences of reliance upon any opinion or statement contained herein or for any omission. Reproduction, redistribution or any other form of copying or transmission of the information without THETA AG's prior written consent is strictly prohibited.
Copyright by THETA Finance AG, 2017. All rights reserved.

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. . . Start with the big picture, not the details . .
. . OUR SOLUTION: Finding the right mix of assets . .
. . Dynamic Asset Allocation . .
. . Rule Based . .
. . Risk Signals Focused (Bayesian Change Point Models) . .
. . Stability Oriented based on latest academic research . .
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TOP
CHF
RETURN
& RISK
MAC CHF-80 +Gold
Portfolio with Stability-Risk-Overlay (M)
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Return 3 Years Volatility
Portfolio
Dynamic
13.8% 4.9%
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Benchmark
Static
35.9% 9.0%
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TOP
CHF
MINIMUM
VOLATILITY
MAC CHF-80
Minimum-Variance-Portfolio on Efficient Frontier
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Return 3 Years Volatility
Portfolio
Dynamic
0.5% 2.4%
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Benchmark
Static
35.3% 9.0%
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TOP
CHF
SHARPE
RATIO
MAC CHF-100
Portfolio with Stability-Risk-Overlay (M)
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Return 3 Years Volatility
Portfolio
Dynamic
17.1% 6.0%
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Benchmark
Static
45.3% 11.4%
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Filter Your Strategy
Risk Capacity . Risk Tolerance
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Risk Profil . . . Reference Currency . Universe . . . Max. Loss . Equity Exposure . Trading
Conservativ
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Balanced
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CHF
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EUR
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Equity
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Fixed Income
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-10%
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Min. 20%
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Max. 20%
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Min. 40%
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Max. 40%
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Low
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Dynamic
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Commodity
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-20%
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Min. 60%
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Max. 60%
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Min. 80%
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Max. 80%
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Moderate
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Overview
Performance
Risk
Model
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Performance .
Month to Date
Year to Date
3 Years
Since Begin
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Risk .
Volatility since Begin
Maximum Drawdown
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Reference Currency
Universe
Investment Objective
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Performance .
Drawdown .
Weights .
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RETURN YEAR-TO-DATE SHARPE RATIO
HIST. VOLATILITY HIST. MAX. DRAWDOWN
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RETURN .
Average Return
Month To Date
Year To Date
Return prev. 3 Years
Return prev. 5 Years
Return since Begin
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Volatility .
Volatility 12-Month
Volatility 36-Month
Volatility since Begin
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Drawdown Analysis .
# of Months with positive Returns
# of Months with negative Returns
Highest Monthly Loss
Maximum Drawdown
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Allocation .
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Turnover p.a.
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Get Details of Strategy
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Add To Portfolio
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Get Advice
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CONTACT . .
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THETA AG . .
Gessnerallee 38 . .
CH-8001 Zurich . .
+41 44 217 80 14 . .
theta[at]theta.ch . .
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