ELISABETTA BASILICO, PhD,CFA



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#Investments #Research #Financial Education

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Hi, I am Elisabetta Basilico, PhD, CFA

an Experienced Investment Professional and Researcher

elisabetta (3).jpeg

My Consulting Services

Turning Academic Insights into Investment Ideas

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ADVISORY ON ASSET ALLOCATION, RISK MANAGEMENT AND GENERAL FINANCIAL PLANNING FOR PRIVATE AND INSTITUTIONAL INVESTORS

quantitative based investment strategies and processes development

research based content writing and financial education

Work Experience

Education

AQA LLC

FOUNDER AND INDEPENDENT CONSULTANT

OCT 2009 - NOW

UNIVERSITY OF ST.GALLEN, SWITZERLAND

PhD IN BUSINESS ADMINISTRATION, FINANCE

OCT 2015 - NOW

Consulting private and institutional investors and family offices on the set up of Investment Policy Statements (IPS), the development of a quantitative based asset allocation, potfolio construction and its risk management. Content based solutions for asset managers and financial education

DANIELS COLLEGE OF BUSINESS, USA

MASTER OF SCIENCE IN FINANCE AND MBA

OCT 2000 - JUNE 2002

BOCCONI UNIVERSITY, MILAN, ITALY

DEGREE IN FINANCE

OCT 1994 - MARCH 1999

QWEST PENSION FUND

QUANTITATIVE ANALYST AND PM

OCT 2004 - AUGUST 2009

CFA INSTITUTE, GLOBAL

CHARTERED FINANCIAL ANALYST (CFA)

2007

Research development and co-management of a quantitative based equity strategy.

My Latest Works

Competently grow cooperative sources before enterprise-wide e-tailers.

2022-11-24 14_42_11-21,500 finance vertical stock photos - free & royalty-free stock photos from dre
2022-11-24 14_37_31-41,589 projects stock photos - free & royalty-free stock photos from dreamstime

PROJECT ONE

PLANNING FOR THE NEXT DECATE

 

Development of financial education solutions for single and multi-family offices on the topics of: Investment Policy Statement

Governance

Educating the Next Generation

PROJECT TWO

IPS AND ASSET ALLOCATION

 

Development of the Investment Policy Statement, Asset Allocation and Risk Metrics for single Family Offices

2022-11-24 14_38_09-41,589 projects stock photos - free & royalty-free stock photos from dreamstime
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Deniel Redcliff

Creative Designer, Levy

Geralt Rivia

Witcher, Rivia

Leave a message

Address

Phone

mail

elisabetta@aqallc.me