What the heart already knew

Triodos
By December 30, 2019 14:53

What the heart already knew

Based on Markowitz’ Modern Portfolio Theory, Ortec Finance has analysed what effects Triodos Investment Management (Triodos IM) Private Impact Strategies have on the risk-return characteristics of a well-diversified investment portfolio. This research was done on request of Triodos IM.

In its analysis Ortec Finance (Ortec) focuses on the question whether and how Triodos IM’s alternative investment funds improve the risk-return characteristics of a broad investment portfolio. From this main question Ortec derives three sub-questions to analyse:

1. What is the impact of Triodos alternatives for an institutional investor without liabilities (asset-only)?
2. What is the impact of Triodos alternatives on the long-term risk and return goals for an institutional investor with liabilities (ALM)?
3. In which macro-economic scenarios do these alternative investment funds provide the most value added?

Triodos
By December 30, 2019 14:53

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