Investment & Currency Management Solutions

We specialize in Systematic Investment & Currency Management Solutions

Why SystematicEdge?

We believe traditional financial services are at an inflection point and to address this our mission is to use technology to deliver high performance systematic investment and currency management solutions to maximize net income, minimize costs while providing safety and transparency to our clients.

For investment clients, we build customized portfolios for investors based on their return objectives, risk profile, and theme preferences using our proprietary systematic process. We use our flagship portfolios as building blocks and integrate themes, sectors, and regional allocations. We believe a systematic process is fundamental in best practice investing in order to maximize growth and preserve capital.  

In today’s global world, currency risk is almost unavoidable.  For those businesses, families and funds with foreign currency exposure, we design currency management solutions based on each clients’ unique context to protect them from foreign currency volatility & improve their profit margins.    

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. 

  • 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.
  • Flexible Deposits -  Deliver interest rates in line with central bank deposit rates. 
  • Thematic Portfolios - We use our flagship portfolios (above) as building blocks and integrate themes, sectors, and regional allocations to match the investment mandate. 
  • Customized Solutions – We work with investors to understand their risk tolerance and investment objectives and design and implement appropriate solutions.

We work with professional investors such as family offices, families & HNWI. 

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

We design currency management solutions based on each clients’ unique business context to protect them from foreign currency volatility & improve their profit margins.   

The benefits of working with SystematicEdge:

  • Reduce risks with a turn-key solution: Customized Hedging Program design, implementation and risk management.
  • Increase financial income: via interest on cash holdings and profitable currency risk management
  • Safety: We do not hold client's money, it stays in the client's account held by a first-tier cash custodian.
  • Maximum efficiency: Our solutions are 100% STP (Straight Through Processing) with real time account valuation and risk management reports available and accessible via a secured internet portal.
  • Hedge accounting support and reporting.
  • One transparent service fee. 

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.

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 

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