
EVOLIDS FINANCE LLC
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: Speaker at company events with an educational content. EXAM PREPARATIONS with specific themes related to the Certified Wealth Management Advisor or CWMA SAQ certification and AZEK
1. DISTINCTIVE QUANT INVESTMENT ADVISORY / ROBOADVISORY: market signals be implemented through our strategic partner, currently in the form of mandates
a. New generation of signals-based Roboadvising (daily signals)
b. Independent Investment Policy Statement review
c. Third party investment strategy documentation analysis
2. ADVANCED FINANCE EDUCATION
a. 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 CAIA Level 1 exam at: http://evolids.com/tutoring
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 6th edition in 2018
- 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
b. Exam preparation coaching
c. Independent educational content review