Listen – Plan – Model

• This page will give you an idea about the type of projects we have completed.
• Stochastic Financial Planning: Please see the most recent additions regarding critical investment cases, typical use-cases and on the construction of integrated stochastic financial statements to learn more about the use of this exiting approach to investment analysis.

• Quantrix: Revenue optimising, flexible lot-level plantation planning software.
  • Manages >300 individual lots over multiple plantation cycles of 20 years each.
  • Handels various seedling types and various standard harvesting plans.
  • Trees of Lots marked for harvesting have an expected size and are cut into commercial sizes.
• Quantrix: Conversion of an excel-based complex existing monthly financial reporting into a fully automatic reporting system.
  • Takes three input files and completes reporting.
  • Moved model into an auditable state.
  • Time saving of 5 workdays per month achieved with higher accuracy rate.
  • Client now spends his time on controlling activities.
• Quantrix: Construction and Operation of state-level forecast model for supplementary benefit expenses.
  • Case-level information in combination with a fully developed demographics model give precise multi-year (20 years) expense forecasts.
  • Cell-based estimates allow for detailed analysis of results.
  • Information is used to address shortcomings of existing laws and procedures and to monitor progress of changes to regulations.
• Quantrix: One-off dynamic and interactive model to set optimal level of supplementary benefits in state legislation.

• Opexar: Develop integrated and consistent financial scenarios for an existing financial plan comprising balance sheet, profit- and loss-statement as well as liquidity planning.
  • Estimate risk on a position level.
  • Identify key risk drivers
  • Tie risk drivers to business projection.

Learn more about stochastic financial statements:

• Learn more about the Opexar and its application in the context of stochastic financial statement building.
• What are critical investment cases that should trigger a stochastic analysis?
• What are typical use-cases?

• Quantrix: Dynamic Management of a pay-as-you-go system – Coherent Management of assets- and liabilities.
• Quantrix: Establish a detailed longterm financial plan for a state finance department.

• Opexar: Off-shore-Windparks – Valuation of existing holding and development of strategic options for a minority shareholder.
• Opexar: Determining the the option-value of a large natural gas storage facility.

• Interimistische Führung der Vermögensverwaltung einer Kantonalbank – Neugliederung Anlageprozess und Reform der Vermögensbewirtschaftung.
• Dynamic Wealth Planning for wealthy individuals from an independent perspective
• Plan and implement a strategic and tactical management system including Asset- und Liability-Management for a large and well-known foundation.