Dr. Benjamin Moritz is Head of Investment Research and member of the Investment Committee at FINVIA since 2022. FINVIA is a family office combining a customer-centric wealth management approach with state-of-the-art technology. Clients benefit from customized financial plans that help them achieve their short- and long-term financial goals with traditional and alternative asset classes. In his role, he is responsible for the development of investment processes for forecasting and simulating returns, risks and cashflows as well as for multi-period portfolio optimization.
Prior to joining FINVIA he was Executive Partner at HQ Asset Management from 2018 to 2022 where he was responsible for the development of investment processes for asset allocation and stock selection. From 2008 to 2018 he was Vice President at Sal. Oppenheim. In that time he was responsible for the investment processes for the bank’s Strategic Asset Allocation and Annual Investment Outlook across all divisions. He was also jointly responsible for the Tactical Asset Allocation and portfolio manager for five mutual and special funds.
Complementing his work, he completed his PhD at LMU Munich under Prof. Stefan Mittnik from 2012 to 2018. His research on computer-based text analysis for asset allocation as well as machine learning for stock selection received the Best Paper Award from the German Finance Association (2015) and the first Advancement Award for Artificial Intelligence in the Financial Sector (2021). His work has been cited more than 170 times from leading scientists.
Benjamin regularly supervises students from LMU Munich, UC Berkeley and TU Munich, among others, on master’s theses, doctoral dissertations and industry projects on current investment research topics.
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