Investment & Currency Management Solutions

We specialize in Systematic Investment & Currency Management Solutions

Why SystematicEdge?

Our mission is to deliver state of the art Systematic Investment and Currency Management Solutions to maximize net income, minimize costs while providing safety and transparency to the investor.

We believe traditional financial services are at an inflection point.  Subsequently, to fully benefit our clients, we are focused on leveraging new technologies, coupled with quantitative research to offer compelling investment and currency management solutions while compressing costs at all levels of the investment process.

We use Direct Market Access (DMA) on the world’s regulated exchanges, in order to access institutional level financial instruments at the best price with no counterparty risk and no valuation uncertainty. Our systematic quantitative process is used to optimize risk adjusted performance for both our investment & currency management solutions.

SystematicEdge is authorised and licensed by the Hong Kong Securities and Futures Commission (SFC) with Type 4 (Advising on Securities) & Type 9 (Asset Management) licenses.

Our Solutions & Key Benefits

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. We disrupt and outperform traditional Private Banks and Asset managers’ portfolios of similar asset class allocation.

  • “The Bond Income Portfolio” – the portfolio’s objective is to provide income investors can count on regardless of market conditions. 
  • “Systematic Multi-Asset Portfolio - Provides Long-Term Income and Capital Growth. 
  • "Systematic Equity Portfolio" - Accumulates income and provides long-term capital growth by investing in Global Equity markets.
  • "Systematic Technology Portfolio" -  Provides investors with a diversified exposure to Global Digital Transformation across the world's regions and sectors. 
  • Thematic Portfolios - We use our flagship portfolios (above) as building blocks and integrate themes, sectors, and regional allocations to match the investment mandate. 
  • Portfolio Restructuring – We help clients restructure portfolios during and after dislocated markets.
  • Customized Solutions – We work with investors to understand their risk tolerance and investment objectives and design and implement appropriate solutions.

  • Click here to learn more about our Investment Solutions.
  • Contact us or email for a free portfolio diagnostic.
Currency Management Solutions

Our Turn Key Solutions are easy to implement & fully digital.  

  • Customized Hedging Program design, execution and risk management.
  • Cash and Liquidity Management
  • Direct Market Access (DMA) to the world’s main exchanges, by-passing intermediaries in order to minimize fees and execution costs: trades are executed at the best price on regulated exchanges. 
  • One transparent service fee 
  • No counterparty risk, minimized liquidity risk, no valuation uncertainty.
  • 100% STP (Straight Through Processing) with real time account valuation and risk management reports available and accessible via a secured internet portal.
  • We work with family offices, SMEs, funds & HNWI with cross currency risks.

  • Click here to learn more about our Currency Management Solutions.
  • Contact us or email for a free currency risk analysis.

How to Invest in SystematicEdge Solutions

Managed Accounts

We want to make it easy to implement our solutions and make certain that they are:

  • Secure
  • Transparent
  • Cost-efficient  

To ensure this, we can partner with Interactive Brokers or your preferred platform to set up a managed account.

Actively Managed Certificates

For Wealth & Asset Managers, Family Offices and other professional investors that prefer the investment vehicle to be a certificate.

  • Either Private Placement or Exchange Listed issuance
  • Available in all major currencies
  • Daily Reporting
  • Flexible and Customizable

Contact us to learn more about our investment and currency management solutions:

11 Yip Hing Street, Southmark Tower A, Unit 3301, 33rd Floor, Wong Chuk Hang, Hong Kong, SFC License No. BLO527 

Contact Us