Tarn Fundvane – quiet working environment for analyzing plant data

Data-based decisions to preserve your assets

Tarn Fundvane supports investors with calm, comprehensible analysis instead of short-term forecasts. Every recommendation is based on verifiable data and is presented to you transparently on a daily basis.

Daily reporting Real-time data validation Institutional risk assessment

Why classic portfolio management reaches its limits in retirement

Markets now react in minutes to news that previously took days to process. Anyone who observes their portfolio manually often makes decisions under time pressure or out of emotional reaction - especially in phases when calm would be most important.

Tarn Fundvane replaces this reaction with structured evaluation: data is continuously checked, deviations are documented and recommendations are only made after multiple validations.

Manual observation versus data-driven analysis
feature Manually Tarn Fundvane
Reaction speed Subject to availability Ongoing evaluation
Emotional influences High in times of stress Reduced by regulations
Traceability Often selective Daily reports
Database Limited sources Broad, continuously verified data sets

How AI-supported risk analysis works specifically

The technology serves a single purpose: to reduce human error and time lag. It does not replace a business decision, but rather provides the basis on which this decision can be made more calmly.

1

Broad data collection

Price, interest rate and market data from numerous sources are continuously brought together instead of relying on individual indicators.

2

Pattern recognition without speculation

The analysis identifies statistical anomalies and changes in risk - it does not make price predictions and does not promise profits.

3

Multiple plausibility checks

Each signal is checked against historical patterns and current market conditions before being included in a report.

4

Comprehensible documentation

Each recommendation is logged with the underlying data so that decisions can be tracked later.

The process in four steps

01

Capture

Market data is read in at fixed intervals and checked for completeness.

02

Analysis

Models evaluate risk and volatility metrics in the context of your investment profile.

03

Validation

Anomalies are cross-checked against several time periods and scenarios.

04

Report

Results are prepared in an understandable manner and made available to you on a daily basis.

Daily reports instead of annual surprises

You get insight into the same metrics on which our analysis is based - not just a summarized assessment at the end of the year.

Daily overview · Portfolio status Last updated: today, 6:00 a.m
Portfolio risk levelModerate-conservative
Data points checked (24 hours)validated across sites
Deviation from the target profilewithin tolerance
Last manual releaseconfirmed by investment team
24 hours

Update frequency of the database

1x daily

Report with key figures and comments

Real time

Access to underlying market data

Full text

Documentation of each recommendation is comprehensible

Institutional-scale risk management

Capital preservation takes precedence over short-term return maximization. That's why every analysis step is structured in such a way that it makes risks identifiable at an early stage instead of concealing them.

Tarn Fundvane – workstation for risk assessment and portfolio monitoring

Automated analysis does not replace human review. Each AI-generated assessment is proofread by our investment team before being incorporated into a report. This double control reduces the risk that a technical error goes unnoticed.

  • Separate custody of customer assets at regulated custodians
  • Regular manual checking of all automatically created analyses
  • Encrypted transmission and storage of all portfolio data
  • Clearly defined risk limits for each investment profile that are not automatically exceeded
  • Documented escalation routes in the event of unusual market movements

Answers about technology, security and processes

Does AI replace the decision of an advisor?

No. The analysis provides data and assessments, and the final approval is given by our investment team. The technology is used to prepare, not to make decisions on its own.

How often do I get access to my portfolio?

You receive a daily report with the relevant key figures. In addition, you have access to the underlying data in real time, so that you can understand at any time what an assessment is based on.

What happens if there are strong market fluctuations?

Unusual movements are flagged early by the analysis and forwarded to our team. There will be no automatic reallocation without prior verification.

Is the method speculative?

No. The aim is to optimize based on existing data, not to predict short-term price movements. Decisions of a speculative nature are expressly not part of our approach.

How do I get started without committing right away?

The first step is a non-binding conversation in which we discuss your initial situation and goals. Only then will we create a concrete analysis for your portfolio.

Talk to us before you change anything

An initial conversation does not commit you to anything. We listen to your situation, explain the data and give you time to make your decision.