Dr. Benjamin Moritz is Head of Investment Research and a member of the Investment Committee at FINVIA. He is responsible for developing and integrating state-of-the-art investment solutions across public and private markets, combining advanced analytics with practical investment expertise. His team’s work includes forecasting returns, risks, and correlations; multi-period portfolio optimization; scenario and stress testing; and cash-flow and NAV modelling for alternative investments.

With nearly 20 years of deep investment experience, Benjamin designs and presents tailored investment proposals for private and institutional clients and supports new business development. He also leads the strategic development of FINVIA’s Investment Consulting business unit, shaping its concept, service design, and integration into the firm’s broader offering.

Benjamin has been an early adopter of artificial intelligence in investment management since 2014, applying AI methods in both research and practice. His work on machine learning and text-based asset allocation has received the Best Paper Award from the German Finance Association and the Advancement Award for Artificial Intelligence in the Financial Sector. His research has been cited more than 215 times, and he regularly presents on AI-driven investment topics at universities, conferences, and financial institutions worldwide.

He also leads international research collaborations with students from leading universities, including LMU Munich, UC Berkeley, TU Munich, and the University of Cologne.