OUR EXPERTISE - YOUR SOLUTIONS
BASED ON OUR CLOUD-BASED TECHNOLOGY, WE OFFER INVESTMENT SOLUTIONS FOCUSED ON CAPTURING THE MARKET UPSIDE WHILE LIMITING DOWNSIDE RISK.
Our offering is divided into 3 main categories:
Global Fixed Income Opportunities, Global Market Portfolios and Dynamic Allocation Portfolios
GFO
Global Fixed Income Opportunities
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.
For Fixed Income Investors
GMP
DynamiS Balanced
Global Market Portfolio
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.
For Conservative Investors
DAP
Dynamic Allocation Portfolio
The growth version of our Diversified portfolio. Moves between zero and 100% equity allocation.
Participating in equity upside market avoiding bear market drawdowns.
For Growth Investors
FUNDS
We offer investment strategies for white label funds tailored to your client base and offering. These can be delivered as a new fund set-up or as a conversion of an existing fund to our strategy.
MANDATES
We offer our investment concepts as discretionary or advisory white label mandates tailored to your client base. Portfolio position weights on asset class and instrument level are delivered directly to our clients' screens via our cloud-based software.
STRATEGIC PORTFOLIO ADVICE
We advise on topics such as asset allocation and portfolio construction from our Swiss-based asset management company.
INVESTING IN OUR FUTURE
The interest in social impact investing and ESG is growing rapidly due to strong tailwinds from young millennial investors. Our involvement in this space goes back to 2014 when Mads Pedersen co-authored the ¨Allocating for Impact¨ subject paper of the Social Impact Investment Taskforce established under the UK presidency of the G7. All of our investment concepts can be expressed in fully ESG compliant strategies.
