Generate greater investment returns in a risk-adjusted way

With Applied Behavioural Finance Technology Solutions

Yainvest is a Swiss-based digital subsidiary established by BhFS gmbh. Created in 2007, BhFS Behavioural Finance Solutions is a spin-off company of the universities of St. Gallen and Zurich.

The methods are proven standard at Swiss WM and are a result of 10+ years of research, development, and delivery to 15+ financial institutions.

As a result of applying our solutions, investors stay invested longer, our clients witness fewer withdrawals, and more clients are satisfied.

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SaaS for investment management

Our services are a good fit for the institutional fund and wealth managers, and family offices with their own investment strategies.

We also provide Behavioural Finance consulting services for savings & investments product design, education workshops, and Data and Advanced Analytics services to operationalize Behavioural Insights.

Please check the latest Arthur D. Little report to get additional insights in applied behavioural finance.

Our plug and play modules:

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Bahavioural Finance Risk Profiling

Measure Investor Risk Ability, Risk Tolerance and get actionable recommendations and description of investor behavior. Our profiling includes ESG preferences. It is compliant with FIDLED, FCA, MiFID II suitability rules.

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Strategic Asset Allocation matchmaking

Match your investment strategies with any asset classes to the individual investor profile to define the optimal personalized portfolio. It helps to achieve up to 3% investment performance improvement per year.

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Behavioural market signals for Tactical Asset Allocation

Adjust your strategies based on a behavioral assessment of your assets. Our model better anticipates market drow downs and recovers faster from market drow downs. It helps to achieve additional up to 1-2% investment returns.