Parsumo – Vorsorge und Vermögen

About us

We are passionate, objective and target-oriented. We always have our clients’ best interests at heart. We carefully select our partners and employees based on their approach to work and their level of specialist knowledge. Continue reading »

Philosophy

The responsible management and growth of your assets lies at the heart of our mandate. You benefit from our uncompromising independence, utmost professionalism and complete transparency. Continue reading »

Provision

How can you and your company benefit from a pension plan restructuring? Improve benefits and reduce costs at the same time in order to secure your retirement. Continue reading »

Investments

A successful investment is characterized by the fact that it is evidence-based and cost-efficient; sustainability included. Continue reading »

Investment Management Update – July 2020

Stock markets and investors are brimming with confidence, and quotations ignore every warning, no matter how clear. Rightly so, or is it inefficient? Continue

Investment Management Update – April 2020

Records across the board, we wrote in our last report. The record levels set in 2019 are now in shambles. However, the first quarter of 2020 also has records to show – albeit with opposite market movements. Continue

Investment Management Update – January 2020

The year 2019 will go down in history – not only because of the extent of the reported performance, but also because of the breadth of asset classes that have experienced these increases in value. Nearly all investments have achieved a clearly positive or record performance. Continue

A differentiation between inefficient and efficient markets is necessary in order to know where I have to rely on passive and where to favor active approaches. PARSUMO's method is plausible, transparent and conclusive.

I get in many areas great advice and consulting support. However in the area of tactical asset allocation I want portfolio managers with not only great models and analytical tools but also the capability to finally translate it into buy and sell decisions. Only with this final decision I see the quality of the nicely presented concepts.

We see in your dynamic Multi-Asset Class-Strategies a plausible, new approach based much more on risk management than on making 12-months return estimates. We all know that the latter is incredibly difficult.

I entrust PARSUMO as investment specialist with the management of my wealth, as I became convinced that my goal of sustainable wealth creation is being consequently followed and the applied approach is the most promising one.

I rely on rule-based investment approaches so that there's no room for panic or greed when it comes to investing.

Pension Provision

Quantitative Stock Selection

Risk Regime Investing