Better investment processes

The increasing globalization of the world is leading to an ever-increasing complexity of pricing processes on the capital market. Without quantitative analyses of risks and potential returns, sound investment decisions can no longer be made today. Empirical knowledge gained from data provides the necessary basic orientation for the investor. Econometric models make it possible to understand cause-effect relationships on the capital market, to measure the sentiment of market participants and to consistently derive investment decisions from changed data. The quantification of investment decision processes leads to more discipline in investment and in the long term to better investment results. The increased use of models and quantitative methods has been one of the most significant trends in professional investment over the last 20 years. Today’s availability of high computing power brings new dimensions to the design of investment processes: Machine learning from large amounts of data without pre-formulated models. Investment decision processes with elements of machine learning promise interesting added value.

Intuitive access to the capital market

Investing money on the capital market makes it possible to transfer funds for planned expenses or retirement provision with a return into the future. Almost everyone depends on this consumption shift function of the capital market. However, many people are not familiar with the characteristics of the capital market and the rules of the game of the players there. The world of investment products is often perceived as complex and difficult to access. As a result, the capital market is used too little for the formation of financial reserves or private pension plans. Large amounts of money remain in private accounts in the banking system, although a successful investment in the capital market is based on only a few basic concepts and intuitively understandable rules of behavior. The real challenge lies in the emotional accompaniment of an investor to the capital market and to the investment strategy that suits her best.

Man and machine

Digital access to the capital market is emerging everywhere. This corresponds to the zeitgeist of the digitalization of financial services. The digital lifestyle needs of the population cohort born in the early 1980s to early 2000s, known as Generation Y, are specifically addressed. Many investment robots offer sound and transparent investment concepts that are provided at relatively low cost. From a purely technical perspective, these are mostly practical solutions for the needs of the average investor. However, the market shares are still very small. Potential customers find it difficult to solve such a sensitive issue as investment with a robot or via an online chat. The human being is missing. Qualified human contact is particularly lacking when new uncertainties arise, capital markets come under pressure and assets melt down. A stronger growth of digital assets becomes possible if the „human factor“ is brought into play intelligently in addition to purely technical competencies.

Peter Oertmann

Entrepreneur, mentor, and investor with more than 25 years of capital market experience

Peter Oertmann is committed to innovation in asset and wealth management. He supports young companies and projects that deal with new technologies and concepts relating to capital investment as a mentor and angel investor. He is a shareholder and active Chairman of the Advisory Board of Ultramarin, a technology company specializing in the development and application of artificial intelligence in asset management. He also accompanies Auretas family trust GmbH as Vice Chairman of the Supervisory Board.

In addition, Peter is involved in research and academic teaching. He is an Honorary Professor of Business Administration, in particular Asset Management at the TUM School of Management at the Technical University of Munich. He is also a Member of the Board of INQUIRE Europe and of the Munich Finance Forum as well as a member of the Swiss Society for Financial Market Research.

Peter has co-founded several companies and has been active for many years in the management and in boards of directors of regulated asset management companies in Germany, Switzerland, and Luxembourg, as well as in investment committees of institutional investors and family businesses. His most significant entrepreneurial engagement was the founding of Vescore Solutions in 1998 as a spin-off from the University of St. Gallen (HSG). As CEO, he developed Vescore into an innovation leader for scientifically sound quantitative investment strategies and over the years into an internationally renowned investment boutique. Following the trade sale of the company in 2015, he assumed senior executive roles as Chief Investment Officer of the Swiss Raiffeisen Group and later as Vice Chairman of Vontobel Asset Management.

Peter holds a PhD in Economics (Finance) from the University of St. Gallen (HSG), a Master of Arts in Economics from the Terry College of Business, University of Georgia, USA, and a degree in Business Administration from the University of Bielefeld, Germany. He has published two books and more than 30 technical papers on asset pricing, portfolio management and quantitative investment strategies.

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