Access to the Widest Opportunity Set across the world’s asset classes, regions and sectors
Our Investment Solutions
All Weather (AWP): Has been designed to benefit from secular technological progress and economic sectors that will thrive in the years to come
Within the new global market paradigm of low interest rates, uncertain economic growth, asset volatility and high impact geopolitical events, it aims to maximize the portfolio's growth overtime with the goal of capital preservation. The portfolio is leveraged up to two times with down-side protection. Contact us for a copy of the latest factsheet.
Multi-Asset Class
LIQUID WORLD MARKETS ACROSS ASSET-CLASSES, REGIONS AND SECTORS
The portfolio is primarily invested in Equity and Bonds indices with opportunistic exposures in Commodity and Currencies. The Equity allocation will favor secular technological progress and economic sectors that will thrive in the years to come. The fixed income allocation provides recurrent income to the portfolio and participates to capital preservation.
Fundamental Systematic
VALUE, QUALITY AND CARRY FUNDAMENTAL FACTOR METHODOLOGY
The allocation’s rules are based on three fundamental return drivers: “Quality”, “Value” and “Income”. Yet, the process continuously adapts to changing market regimes: valuation and secular momentum indicators drive the portfolio's long term Investment themes. The investment process is supervised by expert portfolio managers. It is an active strategy.
Smart Multi-Asset Portfolio (SMP): Provides long-term income and capital growth
The Smart Multi-asset Portfolio’s objective is to provide long-term income and capital growth by investing in global equity markets (target exposure of 60%) and global fixed income markets (target exposure of 40%). The Portfolio seeks to deliver superior returns through institutional-level investments such as index futures and bonds, cash and income optimization, and cost compression. Contact us for a copy of the latest factsheet.
Balanced Portfolio
Global Fixed Income and Equity Allocation
Combining equity and fixed income investments is an effective way to improve risk-adjusted returns in a portfolio thanks to diversification. The 60/40 allocation rule allows the Portfolio to benefit from both stocks’ dynamic performance and bonds’ steadier returns. By using a targeted asset-class allocation, the Portfolio tends to buy securities when they decrease in price and sell securities when they increase in price every time a rebalancing occurs, equivalent to a “buy low, sell high” strategy.
Fundamental Systematic
VALUE, QUALITY AND CARRY FUNDAMENTAL FACTOR METHODOLOGY
The allocation’s rules are based on three fundamental return drivers: “Quality”, “Value” and “Income”. Yet, the process continuously adapts to changing market regimes: valuation and secular momentum indicators drive the portfolio's long term Investment themes. The investment process is supervised by expert portfolio managers. It is an active strategy.
BOND INCOME PORTFOLIO (BIP): THE BOND INCOME PORTFOLIO ACCUMULATES INCOME FROM BONDS WITH COMPELLING VALUE AND YIELD.
The portfolio’s objective is to provide income investors can count on regardless of market conditions. It has been especially designed to take the opportunity to invest primarily (85%) in dated maturity bonds from Investment Grade Issuers that benefit from the support of central banks and the low interest rates around the world for the years to come.. Contact us for a copy of the latest factsheet.
FIXED INCOME
FIXED INCOME MARKET OPPORTUNITY
The portfolio allocation takes advantage of the new paradigm of modern monetary policy applied by central banks that provide low and controlled refinancing rates to the financial institutions, corporations and governments in order to minimize default events. The portfolio’s components are bonds that are benefiting the most from this controlled and low interest rates era, especially dated maturity bonds (not perpetual bonds nor preferred shares) from investment grade financial institutions, short term high yield corporate bonds and government bonds. Most of these bonds are only available to professional fixed income investment managers, with large minimum investment size, which makes their yield attractive compared to other bonds with similar credit risk.
SYSTEMATIC
VALUE, QUALITY AND CARRY FUNDAMENTAL FACTOR METHODOLOGY
The asset allocation is rule based and follows a systematic fundamental methodology that we call Alt-Beta Second Generation (Alt-B2G) as it has 3 defining features compared to a traditional rules based process (see our methodology below). It is based on three robust fundamental return drivers: “Carry”, “Value” and “Quality”. The portfolio is continuously monitored. Profit is systematically taken on expensive bonds and replaced by quality bonds with compelling valuation and substantial carry.
Our Methodology - Alt-B2G
There is a clear return and risk objective
It continuously adapts to market risk regimes and new events.
It is actively supervised by experts.
In our White-Paper, we describe and explain the investors’ needs, preferences and requirements regarding the evolution of the systematic and factor investing investment process. Find out more about our proprietary systematic methodology:
Contact us to learn more about our investment and risk hedging solutions: insights@systematicedge.com
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