Products and Pricing Policy

Basic Access (FREE)
  • Download your solution in PDF file

The PDF file is the final signal and output from a rigorous and classical Bank analysis!

1. Fund screening and selection

All fully diversified solutions are constructed from 8-12 carefully selected passive funds. Primarily ETF funds. Various parameters are screened for in our selection process, including cost-charge, AuM size and “open” history.

2. Equilibrium Analysis (EA)

The EA is analytically heavy and involves long-term information and estimates from IMF, OECD and Central Banks. Focus is on building long-term equilibrium variables for all regions and asset classes in the August Invest framework.

3. Constraint analysis and optimization

Constraints is an ad-hoc consideration of the trade-off between allowing fewer portfolio restrictions, portfolio stability and trading costs.

4. Investor utility optimization

In this framework an algorithmically approach is applied to optimize the risk-return relationship, given Users risk-appetite. The idea is that if we assume that investor dislikes risk and likes return. This algorithm is based on Markowitz (1952, 1959) classical work.

5. Mechanic rebalancing 2 times a year

Every 30.06 and 31.12 in a calendar year we update all portfolios according to the pre-set risk and constraint framework. In between these semiannual dates, the solutions can be changed online, but “Basic Access” members will not be notified. Only Premium members.

Premium Access ($)
  • Download your solution in PDF file
  • Get individual solution monitoring
  • Get rebalancing newsletter
  • Get access to red hotline telephone

The PDF file is the final signal and output from a rigorous and classical Bank analysis!

1. Fund screening and selection

All fully diversified solutions are constructed from 8-12 carefully selected passive funds. Primarily ETF funds. Various parameters are screened for in our selection process, including cost-charge, AuM size and “open” history.

2. Equilibrium Analysis (EA)

The EA is analytically heavy and involves long-term information and estimates from IMF, OECD and Central Banks. Focus is on building long-term equilibrium variables for all regions and asst classes in the August Invest framework.

3. Constraint analysis and optimization

Constraints is an ad-hoc consideration of the trade-off between allowing fewer portfolio restrictions, portfolio stability and trading costs.

4. Investor utility optimization

In this framework an algorithmically approach is applied to optimize the risk-return relationship, given Users risk-appetite. The idea is that if we assume that investor dislikes risk and likes return. This algorithm is based on Markowitz (1952, 1959) classical work.

5. Mechanic rebalancing 2 times a year

Every 30.06 and 31.12 in a calendar year we update all portfolios according to the pre-set risk and constraint framework. In between these semiannual dates, the solutions can be changed online, but “Basic Access” members will not be notified. Only Premium members.