Quantalis
Quantalis — Tactical Asset Management & Overlay Solutions
A scalable and exportable investment solutions platform combining portfolio management, structuring, implementation and systematic liquid alternatives.
Quantalis is designed as a compact, expert and exportable investment platform able to design, structure, implement and monitor differentiated investment solutions across multiple wrappers. The platform combines the agility of a specialised investment boutique with the governance, discipline and operational robustness required by institutional asset management.
- Small expert team.
- High operational leverage.
- Scalable investment frameworks.
- Liquid and transparent solutions.
- Repeatable product development process.
- Strong bridge between portfolio management, structuring, execution and risk monitoring.
Investment Philosophy & Platform DNA
Quantalis operates at the intersection of portfolio management, quantitative investment strategies, tactical asset allocation, derivatives, structured products, implementation and risk management. The team focuses on liquid, transparent and risk-controlled solutions that can be deployed across several wrappers, including UCITS funds, dedicated funds, AMCs, certificates, TRS, notes and advisory mandates.
- Liquidity first.
- Transparency.
- Risk-controlled implementation.
- Scalability.
- Open architecture.
- Portfolio construction discipline.
- Business-driven product design.
The strength of the platform lies in its ability to transform investment ideas into liquid, transparent, risk-controlled and scalable investment solutions.
Portfolio Management & Implementation
Managing and implementing funds, mandates, AMCs and UCITS-compliant investment solutions.
This pillar represents the operational backbone of Quantalis. The team manages and implements investment solutions across multiple formats, including multi-asset funds, UCITS funds, dedicated funds, institutional mandates and AMCs. Quantalis ensures disciplined execution, portfolio implementation, rebalancing, guideline monitoring and coordination with Middle Office, Risk Management, Legal, Compliance and Investment Teams.
Tactical Investment Solutions
Structuring and implementing tactical strategies across equities, fixed income and multi-asset exposures.
Quantalis bridges the gap between investment views and investable tactical solutions. The team contributes to the design, calibration, structuring and implementation of tactical strategies that can be deployed through UCITS funds, AMCs, certificates, TRS, notes, managed indices or dedicated mandates.
- Tactical view definition.
- Strategy design.
- Index or portfolio construction.
- Counterparty selection.
- Legal and advisory framework.
- UCITS and risk validation.
- Implementation.
- Monitoring and rebalancing.
Quantalis bridges the gap between investment views and investable tactical solutions.
Systematic Liquid Alternatives
A liquid, transparent and scalable alternative investment offering built around overlays, volatility, convexity and structured product selection.
Overlay Solutions
Overlay solutions are designed to enhance the risk-return profile of portfolios through liquid, transparent and systematic strategies. They can combine volatility carry, tail risk protection, convexity engines, portfolio hedging and risk premia harvesting.
Structured Product Solutions
Quantalis can industrialise structured product selection into scalable and diversified investment solutions. The team can analyse payoffs, select products, build diversified baskets, monitor concentration risk and optimise the risk-return profile of structured product portfolios.
Volatility Control Offering
The Volatility Control framework aims to transform traditional asset allocation into a more disciplined and risk-controlled investment process. The framework relies on volatility targeting, dynamic allocation, risk budgeting and systematic rebalancing.
From Idea to Scalable Investment Solution
Quantalis operates as a full investment solutions platform, covering the entire value chain from investment idea generation to implementation, monitoring, reporting and scaling.
- Investment idea generation.
- Quantitative research and calibration.
- Portfolio construction.
- Structuring and wrapper selection.
- Legal, Risk and Compliance validation.
- Implementation and execution.
- Monitoring, reporting and scaling.
- Lean and expert team.
- Repeatable frameworks.
- Strategies deployable across multiple wrappers.
- Portable investment logic.
- Strong implementation discipline.
- Ability to plug into an existing Asset Manager, Hedge Fund, Private Bank or Family Office infrastructure.
- Team-developed methodologies and implementation frameworks.
The underlying know-how is team-developed, portable and can be integrated into different institutional setups such as Asset Managers, Hedge Funds, Private Banks or Family Offices.
Revenue Potential & Operational Leverage
An interactive simulation of potential revenue across different AUM and fee assumptions. Adjust the inputs to explore operating leverage.
| Scenario | AUM | Average fee | Estimated annual revenue |
|---|---|---|---|
| Conservative Case | 500m | 35 bps | 1.75m |
| Base Case | 1bn | 50 bps | 5.0m |
| Upside Case | 2bn | 65 bps | 13.0m |
| Platform Case | 5bn | 40 bps | 20.0m |
- Client retention.
- Product differentiation.
- Cross-selling.
- Internalisation of investment know-how.
- Reduced dependency on external managers.
- Creation of team-developed investment solutions.
- Better control of implementation and risk.
- Ability to monetise investment views across multiple wrappers.
A compact expert team can generate significant operating leverage by deploying repeatable strategies across scalable investment wrappers.
Five years inside a leading Swiss institution
The figures and capabilities below reflect work the team has designed, implemented and run over the past five years within a leading Swiss institution — not a Quantalis track record. They evidence the team's expertise, and are shown indicative, gross of fees and strictly non-identifying: no fund name, ISIN or amounts.
- Core systematic carry strategies established, with live performance and risk monitoring built in-house.
- Convexity and tail-hedge engines added; multi-counterparty execution framework.
- Extension to UCITS and AMC wrappers; real-time look-through risk across equities, volatility and credit.
- Proprietary scenario stress engine and rules-based hedge playbook for PM / CIO decisions.
- Today: 13 systematic strategies across 4 QIS families, deployed across 4 wrapper types and multiple counterparties.
Strategy performance — across QIS families
| Strategy (anonymised) | 1M | 3M | 6M | YTD |
|---|---|---|---|---|
| Equity Carry — excess vs cash | +0.76% | +1.65% | +3.43% | +2.16% |
| Equity Tech / Convexity — excess vs Nasdaq | +1.43% | +1.64% | +4.95% | +2.53% |
| Equity Dispersion — excess vs S&P | +2.04% | −4.04% | −1.94% | +0.33% |
| Convexity (certificate) | +5.25% | +6.85% | +12.35% | +8.83% |
| Carry (certificate) | +1.57% | +3.35% | +6.27% | +4.19% |
| Tail hedge (certificate) | +1.45% | −0.41% | +1.92% | +2.36% |
| Multi-strategy mandate | +2.72% | +4.82% | +4.99% | +5.29% |
- The same Carry, Convexity and Tail engines are redeployed across new wrappers and counterparties.
- Capacity grows by adding sleeves — AMC, UCITS, certificate or mandate — not by rebuilding the framework.
- Multi-counterparty by design: no single-provider bottleneck as assets scale.
- Repeatable product development: from investment idea to live strategy without bespoke infrastructure.
Proprietary monitoring & risk platform — built by the team over five years at a leading Swiss institution
Capabilities & operating evidence
- Full lifecycle ownership: idea → research → structuring → implementation → monitoring → reporting.
- Hands-on UCITS-aware implementation across funds, mandates and AMCs.
- Design and live operation of systematic overlays and volatility-control processes.
- Structured-product selection, payoff analysis and diversified basket construction.
- Proprietary monitoring tooling for performance, exposure, guidelines and risk.
- Daily portfolio implementation, rebalancing and execution coordination.
- Coordination with Middle Office, Risk, Legal and Compliance.
- Counterparty selection and legal/advisory framework setup.
- Automated, repeatable reporting at fund, mandate and strategy level.
The Team
Alexandre Campana combines multi-asset portfolio management, systematic investment strategies, QIS, overlays and structuring expertise. His focus is to transform investment ideas into scalable, liquid and risk-controlled investment solutions.
Mathieu Ullmann contributes strong portfolio implementation, monitoring and operational expertise across funds, mandates and tactical investment solutions. His role strengthens the robustness and scalability of the Quantalis operating model.
- Complementary skill set.
- Lean and agile structure.
- Strong technical and operational expertise.
- Ability to operate across the full investment value chain.
- Portfolio management + structuring + execution + monitoring.
- Entrepreneurial mindset within an institutional framework.
Quantalis combines the agility of a specialised investment boutique with the governance and discipline required by institutional asset management.
Curious how this would work inside your platform?
In a focused 30-minute demo we'll walk you through the framework, the live monitoring tooling and the economics — and explore how it could plug into your setup.