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EVOLIDS FINANCE LLC

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CONTACT: info@evolids.com EVOLIDS FINANCE LLC is an independent and disruptive Swiss Finance Service Company with an extensive network running currently two types of services dedicated to Professional Clients: NEW: we cover now the CFA Institute's Certificate in ESG Investing. www.evolids.com/tutoring 1. DISTINCTIVE QUANT INVESTMENT ADVISORY / ROBOADVISORY: market signals can be implemented through structured products for example a. New generation of signals-based Roboadvising (daily signals) b. Independent Investment Policy Statement review 2. ADVANCED FINANCE EDUCATION a. The newly created and certifying Practical Quantitative Asset Management (PQAM) program developed by EVOLIDS at: http://evolids.com/pqam b. Courses - CFA, CAIA, FRM and other exam-preparation courses such as CWMA SAQ and AZEK (Swiss) also in the form of INDIVIDUAL TUTORING / TRAINING on an hourly basis (just 3 hours at minimum): individual training is especially of interest for business people having strong job constrains - Complementary courses and materials such as Tips & Tricks for the CFA Level 1 exam for example - Selection of themes covered for a dedicated course - own conception with proprietary content: they can also be combined + Structured Products + Internal Control System / Risk Management & control: a course that is at its 7th edition in 2021 + Managed Futures + Quantitative Analysis + Derivatives + Commodities + Hedge Funds + Quantitative Analysis and Asset Valuations + Asset Allocation (Strategic and Tactical) + Portfolio Management + Risk Management and Control: Market-, Credit- , Liquidity- and Operational Risk + Internal Audit (methodology & practice) + Ethics, Corporate Governance, Sustainability / SRI / ESG: advanced approach + Institutional and Family Office and B2B Investor Needs + Fund Selection + Technical Analysis + Fintech + Roboadvisory c. Exam preparation coaching d. Independent educational content review

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Patrick Oberhaensli, ETH Engineer, CFA, FRM, CMT, PRM, ERP, ACI Diploma
Founder (Owner) and CEO, www.evolids.com
Zug, Zug, Switzerland
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