EFI is a Swiss financial product engineering firm founded in 2018 specialising in the upper right quadrant of the risk/reward matrix. EFI believes that specific investments and portfolio returns are set by the markets and, as such, cannot be managed. However, the risks associated with such investments and portfolios, once understood, can be attenuated. Our expertise is best applied to managing portfolio risks. This starts by analysing and understanding inherent risk components of portfolios in order to gain opportunities to attenuate them.
Risk Management Focus
We strongly believe that knowledge is the greatest hedge for risk management. We target delivering returns above the Markowitz “Efficient Frontier”, by reducing risks whilst maintaining expected market returns. Concentrated portfolios have the advantage of being better understood and tracked. With our knowledge and understanding of certain implicit risks, we gain opportunities to attenuate them. It is likely that concentrated portfolios will deliver superior risk-adjusted returns compared to a diversified index.