Where S³ helps.

S³ identifies existing advanced systematic strategies or develops new ones together with partners. The goal is to achieve attractive absolute and relative returns at controlled risk.

The focus is on:

A convincing strategy is only the beginning. The next step is converting it into a structure that is easily investable for Swiss investors: liquid, custodian-eligible and tax-compliant. Regulated funds are at the center of this.

Thanks to years of practical experience and proven cooperation with various service providers, particularly in Switzerland and Luxembourg, new funds can be launched quickly and cost-efficiently. The expertise also covers managed accounts, structured products (AMCs) and licensable model portfolios.

S³ opens up access to pension funds, banks, insurers and independent asset managers in Switzerland.

Building on the existing network and years of experience, relevant contacts are selected specifically for the respective strategy.

Regular portfolio optimization allows opportunities to be captured dynamically and risk to be managed systematically. Implementation, however, is technically demanding and requires experience. That is why S³ offers the optimization of existing portfolios on an outsourced basis. First, the objective function, constraints and type of optimization are worked out together with the client. Backtests are used to show how the choice of different parameters would have affected return and risk. Once the portfolio optimization is defined, the client receives the newly calculated model portfolios monthly or quarterly, without having to operate their own infrastructure.

If desired, existing portfolios or individual holdings are analyzed by combining years of broad-based experience with systematic methods to identify further optimization potential.

Firsthand experience provides expertise in pension planning for business owners and the self-employed, with a focus on 1e plans and vested benefits accounts.

S³ supports the analysis of the starting position, the choice of provider and the definition of the investment strategy. Familiarity with the provider landscape and the relevant questions saves time and also strengthens the negotiating position.

S³ helps private individuals build and further strengthen their financial health through workshops. The foundation (part 1) is the interplay of psychology and physiology, that is, understanding how beliefs, emotions and physical reactions, often shaped by upbringing and environment, strongly influence our decisions about money and investing. These patterns cannot be fully controlled. However, once you understand them, you can combine that awareness with targeted expertise to build your own system for financial planning (part 2) and investing (part 3) that keeps working by relying on automation rather than willpower.

The aim is also to build greater awareness and understanding of systematic strategies through articles, talks and guest lectures.

Technology solutions offer asset managers considerable potential. Realizing it, however, requires a broad understanding of the options available, a well-founded needs analysis, a sound selection process and efficient implementation. S³ advises Swiss asset managers on the choice between in-house development, buying and outsourcing across the entire value chain, from research through trading and risk management to business development systems (CRM) or the review of AI applications.

This expertise comes from years of evaluating, introducing and co-developing systems, including a proprietary software platform.

Many cost structures at asset managers have grown historically and are rarely questioned systematically. Drawing on years of operational experience, S³ analyzes the starting position, identifies the optimization potential and supports implementation, if needed on-site as an interim manager.

The savings achieved typically exceed the cost of the mandate many times over.

Many decisions made during the founding phase are difficult to correct later on. S³ supports founders, including outside the financial industry, on strategic and personnel questions, makes introductions and, if needed, helps with raising capital.

This draws on firsthand experience building and scaling a company.