Aisot Technologies’ Post

Today, you can find an update on the "Swiss Grand 8" portfolio we announced last year on HZ Banking. Some key takeaways: - #AI provides an indispensable and reliable second opinion that can either support or challenge an #investment manager's intuition. - With AI, portfolios can also be precisely #tailored to the individual needs and goals of an investor. - AI automation both saves #time and enhances #accuracy. - The #human factor clearly remains indispensable, while data #quality and the #correct application of models to the right questions are at the center of considerations. And about the full year #results? Until December 31, the Aisot Technologies AI optimized Swiss Grand 8 made a profit of +25.4% (13% volatility), the SMI +4.2% (12% volatility) and an equally weighted portfolio of the Swiss Grand 8 would have made +10.2% (13% volatility). Find the full article (in German) below. 👇 Andreas Minor, Lukas Sieber

In Handelsblatt I'm discussing the future of active ETFs and their potential to reshape the investment landscape. One possible scenario: active ETFs emerge as the preferred vehicle for both retail and institutional investors. But then again, the distribution landscape in certain european countries may slow this trend down. 💬 What are your thoughts? Could active ETFs redefine asset management, possibly replacing mutual funds as we know them? And what would that shift mean for asset managers and fund administrators? #AssetManagement #ETFs #Investing #ActiveETFs #FinanceInnovation

Today, I am very proud on my Private Equity team and all involved colleagues from #zkb #swisscanto We announced the Final Close of our Swisscanto Private Equity World Carbon Solutions I Fund at USD 150m (CHF 130m)! #decarbonization Great achievement together with Charlotte Jacobs Jessica Costantini Christian Sarwa Sebastien Marang Marco Hefti Stephanos Edler, CIIA Marc Müller Dr. René Nicolodi, CAIA Iwan Deplazes and the whole ZKB/Swisscanto crew. 💥 More exciting news to follow over the next months 👊 #assetmanagement #privateequity #venturecapital #swissgrowthfund

26.07.2024 - Investoren Plattform News: Infrastructure The Rise of Private Capital in DACH 2024 According to the latest data from Q3 2023, Private Capital assets under management (AUM) are steadily growing across the DACH region. As a result, dry powder is building up for the next cycle of private market activity. This trend is most evident in Austria, where 42.8% of the total €2.8 billion AUM is awaiting allocation. […] und mehr als 8.500 weitere Artikel finden Sie unter: https://lnkd.in/eYZk6Yt4

The etf effect ?

This week’s version of the Embera Partners D/A/CH weekly shines a light on some of the key market developments, best-and worst performers as well as companies that showed significant short-interest and derivatives-activity. Among the curated content pieces featured, China’s strategy on deflation and US’ stance on the Israeli warfare and the corresponding impact on oil prices are in focus. Otherwise some interesting M&A and regulatory news, a great study on small-caps and ESG news that will shape 2025 are on display. Recap and outlook below: 👉 Last week’s top performers: 🔹 Continental (+6.6%) leading the DAX 🔹 Redcare Pharmacy (+6.2%) leading the MDAX 🔹 SIXT (+6.0%) leading the SDAX 🔹 Roche (+3.8%) on top of the SMI 🔹 Raiffeisen Bank International AG (+6.1%) on top of the ATXPrime 👉 Last week’s laggards: 🔸 Bayer (-11.9%), main detractor in the DAX 🔸 Siltronic AG (-7.1%), main detractor in the in the MDAX 🔸 RENK Group (-12.5%), main detractor in the in the SDAX 🔸 Sika (-3.6%), main detractor in the SMI 🔸 voestalpine (-6.3%), main detractor in the ATXPrime 👉 On the options and derivative side, the following companies were in the spotlight: 🔹 Short Interest Alerts: adidas, Bilfinger, PNE WIND AG-REG, GAM Investments and PIERER Mobility 🔹 Derivatives Tracker:, our monitor showed strong movements at wienerberger, Swatch Group and DocMorris 👉 Key Articles - Food for Thought: Some of the key news and most-discussed articles can be found below. 1️⃣ MSCI Inc.: How short interest and low quality hurts small-caps https://lnkd.in/dF72kHXC 2️⃣ Euronav: How  hedge fund FourWorld Capital Management forced Belgian CMB to boost its Euronav bid https://lnkd.in/dXm4-UZj   3️⃣ UBS: Interesting piece on how the road to net-zero can lead through various paths https://lnkd.in/dPgpJt2T 4️⃣ MFS Investment Management’s Q4 summary and outlook https://lnkd.in/dZY633ME 👉 In order to receive the weekly every Sunday in your mailbox, please follow us at Embera Partners or sign up to the newsletter here: https://lnkd.in/d3K6xnA7 #emberapartners,#capitalmarkets, #investorrelations, #esg, #governance, #ipo, #transactions, #mergers, #buyside, #sellside, #capitalaccess Andreas Posavac Peter Gotke Alexander Kalinin

Weekly insights update for our clients in D/A/CH, with the current version of the Embera Partners capital markets and IR weekly... Continuing to live in interesting times, with geopolitical dynamics remaining in unknown territory, lot's of volatility in the markets and some interesting buy- and corporate news. Read the weekly below in the attached PDF or via our website, where you can also can register for the weekly newsletter. #emberapartners #investorrelations #mergersandacquisitions #data #intelligence #governance #investorengagement #esg #climate https://lnkd.in/dTgsCVEq

Shared thoughts on our SEB Technology Fund after first half of 2024 in context of Dagens Industri rankings of Swedish-listed funds. We have been managing this fund since October 2022 with Johan Söderström and Alexander Winberg. The article is in Swedish, yet translates well and talks about AI infrastructure build up and reflections on decisions made. #SEB #Technology #AI #Sweden

27.07.2024 - Investoren Plattform News: Private Debt The Rise of Private Capital in DACH 2024 According to the latest data from Q3 2023, Private Capital assets under management (AUM) are steadily growing across the DACH region. As a result, dry powder is building up for the next cycle of private market activity. This trend is most evident in Austria, where 42.8% of the total €2.8 billion AUM is awaiting allocation. […] und mehr als 8.500 weitere Artikel finden Sie unter: https://lnkd.in/eYzxGH5k

Euronext announced the acquisition of Nasdaq's Nordic power future business #Euronext has announced the acquisition of #Nasdaq’s Nordic power futures business, reinforcing its position in European energy trading and expanding its market infrastructure. This move aligns with Euronext’s Innovate for Growth 2027strategy, which aims to strengthen its role in the power sector and provide a more robust trading and clearing platform for the Nordic and Baltic regions. The #acquisition includes the transfer of open positions in Nasdaq’s Nordic power derivatives from Nasdaq Clearing to Euronext Clearing, pending regulatory approvals and member consent. Following completion, trading of power futures will take place on Euronext Amsterdam, with clearing handled through Euronext’s integrated system. Nasdaq, however, will retain its multi-asset clearinghouse and continue operating its European Market Services business. Euronext has been actively expanding its presence in the power futures market, having announced plans with Nord Pool in August 2024 to launch a new Nordic and Baltic power futures market. Client testing for this initiative begins in March 2025, with a full launch expected by June 2025. The migration of Nasdaq’s Nordic power futures positions to Euronext Clearing is scheduled for completion in the first half of 2026. Euronext’s Head of Diversified Services, Camille Beudin, highlighted the acquisition as a major accelerator for Euronext’s power futures ambitions, positioning it as a leading hub for power trading and hedging in Europe. Nasdaq’s President of European Markets, Roland Chai, emphasized that this move allows Nasdaq to sharpen its focus on strategic growth areas while ensuring a smooth transition for market participants. The article on FinanceFeeds in the first comment.