Our Investment Solutions

We build portfolios for investors based on their risk profile and return objectives. We combine financial technology and quantitative finance within an institutional, systematic investment process in order to maximize risk adjusted returns and massively compress costs.

Partner testimonial: David Friedland, CEO of Interactive Brokers Asia says:

“SystematicEdge, a regulated financial advisor using our execution platform for Direct Market Access, aims to provide Professional Investors and High Net Worth Individuals with efficient and sophisticated systematic investment strategies across asset-classes, regions and themes."

We use technology to maximize performance and drastically compress costs

To achieve this, the following principles underpin all of our portfolios:

Systematic Investment Process: All our portfolios are rules based in order to systematically accumulate asset income and capital gains.
Direct Market Access (DMA): We use DMA on the world’s regulated exchanges, such as Globex, in order to access institutional level financial instruments at the best price with no counterparty risk and no valuation uncertainty. Read more about this in our thought piece.
Bypass all intermediaries to massively compress costs. We do not use banks or financial intermediaries.

Our Mission

We manage high performance liquid portfolios with the objective of capital preservation

Clear performance objectives within a defined risk mandate
Safety
Transparency

Our Customized Solutions are based on these flagship portfolios:

Systematic Multi-Asset Portfolio (SMP): Provides long-term income and capital growth

SMP’s objective is to accumulate income and provide long-term capital growth by investing in Global Equity markets (target exposure of 60%) and Global Fixed Income markets (target exposure of 40%). The Portfolio’s risk-adjusted return is maximized through an institutional-level investment process allowing cash and income optimization. We use Direct Market Access to the world’s financial exchanges, by-passing intermediaries, in order to massively compress costs.

BOND INCOME PORTFOLIO (BIP): ACCUMULATES INCOME FROM BONDS WITH COMPELLING VALUE AND YIELD

The Bond Income Portfolio was designed to provide capital preservation and income investors can count on, regardless of market conditions. It is invested in short term bonds issued by investment grade banks that deliver an average net yield of 6% with an average duration of close to 2 years.

It follows an ESG friendly investment approach: all the bonds from Investment Grade financial institutions in the portfolio are selected according to yield and ESG criteria with a target average bond issuer ESG score of minimum 8 out of 10. Bond issuers’ ESG scores are independently calculated by Refinitiv based on a systematic methodology using over 150 environmental, social and corporate governance-related metrics.

SYSTEMATIC EQUITY PORTFOLIO (SEP): EFFICIENT EXPOSURE TO GLOBAL EQUITY MARKETS

SEP’s objective is to accumulate income and provide long-term capital growth by investing in Global Equity markets. The Portfolio’s risk-adjusted return is maximized through an institutional-level investment process allowing cash and income optimization. We use Direct Market Access to the world’s financial exchanges, by-passing intermediaries, in order to massively compress costs.

FLEXIBLE DEPOSITS (FLEXI DEPO): DELIVERING INTEREST RATES IN LINE WITH CENTRAL BANK DEPOSIT RATES

In the new environment of “higher interest rates for longer”, the proprietary SystematicEdge Cash Management Solution enables corporations and investors to place their cash in Flexible Deposits delivering interest rates in line with Central Bank deposit rates. The cash is available at anytime with no penalty in case of early deposit redemptions. This is a great solution if one is waiting to deploy cash on another project or wants minimum risk on cash while benefiting from the high interest rates set by central banks.

Thematic Portfolios

We use our flagship portfolios as building blocks and integrate themes, sectors, and regional allocations to match the investment mandate. Contact us for more information on our exciting thematic offering.