Our Approach.
Detecting trends. Structuring conviction. Selecting opportunities.
Our research creates clarity. Our process transforms signals into documented decisions—traceable, disciplined, aligned with conviction.
An internal barometer that combines macro, fundamental and technical signals to detect market trends early and structure conviction with discipline.
Macro score
ÜTI® Barometer Pillar
What we monitor
- Macro regime & growth/inflation dynamics
- Sector leadership / rotation signals
- Risk-on / risk-off conditions
Why it matters
Maps macro regimes to sector leadership—highlighting which sectors tend to outperform or lag across environments.
Output
- →Cycle qualification
- →Sector prioritization
- →Asset allocation signals
Signals become conviction only once they pass a fundamental clarity test. We combine proprietary research with validation, documentation, and traceability.
Proprietary valuation methods
Proprietary valuation frameworks designed to identify dislocations between market pricing and forward fundamentals—so conviction is grounded in measurable upside and downside.
Client Benefit
Identify risk-adjusted opportunities early and structure entries where pricing and fundamentals diverge.
We translate documented conviction into investable structures—aligned with the investment rationale, technical constraints, and execution reality. Our advisory framework emphasizes transparency, best-effort pricing, and lifecycle monitoring.
The Process
Outputs
— How it translatesDiscretionary mandates
Dedicated advisory mandates with client validation checkpoints (hybrid profile)
- Model-driven portfolios grounded in our internal signals and research.
- Documented rationale and transparent allocation decisions.
- Ongoing monitoring aligned with the conviction pipeline.
What the client receives
A documented investment solution built on our proprietary process, with clear recommendations and monitoring.
Advisory mandates
Investment solutions built on our internal process
- Dedicated mandate expressed through advisory recommendations.
- Client validation checkpoints before execution and key adjustments.
- Hybrid profile combining agility and governance.
What the client receives
Dedicated advisory support with structured validation, documentation, and execution readiness.
Structured products
Structured notes & dedicated certificates
- Structured notes/certificates aligned with a documented thesis.
- Parameters defined to reflect constraints and intended payoff.
- Full documentation supporting the rationale and structure.
What the client receives
A structure that reflects conviction + constraints, supported by complete documentation.