BASED ON OUR CLOUD-BASED TECHNOLOGY, WE OFFER INVESTMENT SOLUTIONS FOCUSED ON CAPTURING MARKET UPSIDE WHILE LIMITING DOWNSIDE RISK.
The Tech Bubble, the Financial Crises and the Coronavirus have shown that not all risks are well-managed in traditional portfolios
As an alternative, we offer Dynamic Asset Allocation using behavioural finance insights and algorithms to capture the upside of markets while systematically managing the downside
Our offering is divided into 3 main categories, Global Fixed Income Opportunities, Stable Return and Systematic Equity Allocation
Fixed income portfolios systematically manage duration and credit exposure across the spectrum from high grade to high yield bonds.
Targeting high yield returns with investment grade risk.
Global Fixed Income Opportunities
For Fixed Income Investors
For Conservative Investors
A long-term total return strategy with a focus on risk management pursued via large asset allocation shifts based on systematic risk management techniques.
Targeting 6-7% annual return depending on risk level and base currency.
Systematic Equity Allocation
For Growth Investors
The growth version of our Stable Return portfolio. Moves between zero and 100% equity allocation.
Participating in equity upside market avoiding bear market drawdowns.