Rule-based investment solutions as an addition or alternative to your existing portfolio

Dufour Capital, a rule-based robo advisor offers you different modules to strengthen your risk protection or to enhance the return potential. Depending on your needs we also offer you robust multi-asset portfolio solutions.
Investment solutions for banks and asset managers
  • Growth opportunities, cost-efficiency and digitization
  • Rule-based discretionary and advisory mandates
  • Easy and transparent access via our modern platform

More about this
Investment solutions for pension funds and insurance companies
  • Protect assets and reduce investment costs
  • Ruleb-ased BVV2 investment solutions with protection against crises
  • Replacement for alternative investments - transparent and liquid

More about this

Simply getting started

Rule-based asset management offers many opportunities. With Dufour Capital you can get started easily and quickly.

The tried and tested approach at Dufour Capital

A clearly structured process: Access to rule-based investment solutions in four steps.
step01
Analysis
Choice of the most appropriate offering or developing a customer-specific solution.
step02
Creating a concept
Establishing responsibilities and processes for the new investment solution together with our clients.
step03
Implementation
Set up of the portfolio manager and the investment solution into the Advice Engine
step04
Operation
Daily portfolio operation, implementation of adjustments and ongoing monitoring

Personal advice desired?


We offer a wide range of investment solutions for banks, asset managers and institutional investors.
As a complement or alternative to your existing portfolio.
We would be pleased to advise you personally about suitable offers.

Request consultation now



Dr. Ryan Held

Managing
Partner

Sascha Freimüller

Managing
Partner

Dr. Roman Timm

Partner

Thanks to our research we are in the lead!

Our own research and "state-of-the-art" information technology form the basis for rule-based asset management. We have developed a wide range of investment solutions, which we can offer to our customers. Our background in science and technology as well as our many years of experience in the financial sector allow us to develop and implement new approaches independently of conventional theories.



The basis of our work

The basic principles of rule-based asset management and various application examples are described in two books - simple and comprehensible. Suitable for both beginners and professional investors.

Rule-based investing with ETF

Use intelligent rules and invest money more successfully. Protect capital with suitable rules in crises and open up potential for additional returns in bull-market phases.


More about the book
Successfully investing with ETFs

How to build an optimal investment portfolio with a rule-based investment strategy and avoid many mistakes.


More about the book


Dufour Capital: More value for you and your clients

Rule-based investment models rely on clear rules and avoid delusive emotions or uncertain forecasts. In extreme market phases such as crises, investor losses can be reduced and in bull-market phases potentials can be exploited to generate additional returns. Banks and asset managers can grow with attractive offers from Dufour Capital, reduce their investment costs, or build an active digital asset management business. We offer easy access to a variety of investment solutions and state-of-the-art technology. This allows you to get started rapidly without complex IT projects - in the rhythm of the digital world.

Infos, Insights, Overviews: For you in the Dufour Capital Blog

We report on current investment topics and provide background information on rule-based asset management. Deepen your knowledge with the articles in our blog.