Peter holds a PhD in Finance from the University of St. 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. 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. His most significant entrepreneurial engagement was in 1998 the founding of Vescore Solutions as a spin-off of the University of St. Peter has co-founded several companies and has been active for many years in the management and board of directors of regulated asset management companies in Germany, Switzerland and Luxembourg as well as in investment committees of institutional investors and family businesses. He supports young companies and projects that deal with new technologies and concepts relating to capital investments (FinTech) as a mentor and investor. Peter Oertmann is committed to innovation in asset and wealth management. A stronger growth of digital assets becomes possible if the „human factor“ is brought into play intelligently in addition to purely technical competencies.Įntrepreneur and mentor in the financial industry as well as investor with more than 25 years of capital market experience. Qualified human contact is particularly lacking when new uncertainties arise, capital markets come under pressure and assets melt down. Potential customers find it difficult to solve such a sensitive issue as investment with a robot or via an online chat. However, the market shares are still very small. From a purely technical perspective, these are mostly practical solutions for the needs of the average investor. Many investment robots offer sound and transparent investment concepts that are provided at relatively low cost. The digital lifestyle needs of the population cohort born in the early 1980s to early 2000s, known as Generation Y, are specifically addressed. This corresponds to the zeitgeist of the digitalization of financial services. Man and machineĭigital access to the capital market is emerging everywhere. The real challenge lies in the emotional accompaniment of an investor to the capital market and to the investment strategy that suits her best. 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. As a result, the capital market is used too little for the formation of financial reserves or private pension plans. The world of investment products is often perceived as complex and difficult to access.
However, many people are not familiar with the characteristics of the capital market and the rules of the game of the players there. Almost everyone depends on this consumption shift function of 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. Intuitive access to the capital market Investment decision processes with elements of machine learning promise interesting added value. 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.
#Challenge pecunia professional#
The increased use of models and quantitative methods has been one of the most significant trends in professional investment over the last 20 years. The quantification of investment decision processes leads to more discipline in investment and in the long term to better investment results. 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. Empirical knowledge gained from data provides the necessary basic orientation for the investor. Without quantitative analyses of risks and potential returns, sound investment decisions can no longer be made today. The increasing globalization of the world is leading to an ever-increasing complexity of pricing processes on the capital market.
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