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Merit’s key expertise is based on providing customized solutions for its clients to optimize their investment portfolios and reduce market risk.

The quantitative investment framework allows for a systematic approach less dependent on human analysis, judgement and decision making.

Merit’s experts specifically focus on reducing potential over-exposure or other unnecessary risks of its investor portfolios. This focus is built on clear financial quantitative indicators per asset class.

Overlay Management:

Key Facts:

• Pure quantitative, systematic approach to asset allocation
• The models show robust results for any asset class and underlying asset including investment funds and have been tested with data going back more than 100 years
• Significant outperformance to static portfolios or indices
• Based on state-of–the-art academic research
• The models developed by MERIT have been successfully used in public Investment Funds since year 2000 and in Asset Management since 2003.

Key benefits for clients:

1. As instrument for portfolio control for existing portfolios


2. As independent broadly diversified portfolio with underlying instruments selected by Merit and Merit´s overlay model.


3. As signaller for existing single investments into stocks, bonds, commodities, investment funds or real estate investments.