Equities
Systematic Equity
A diversified, factor-aware global equity framework focusing on value, quality, momentum, and low-volatility signals with disciplined risk controls.
- Global & regional universes
- Factor-driven signals
- Dynamic risk targeting
Investment Strategies
Systematic, diversified, and risk-managed.
Our investment strategies combine systematic research, disciplined risk management, and transparent processes to deliver consistent outcomes across different market environments and client objectives.
Multi-Asset
Balanced Multi-Asset
A diversified allocation across equities, bonds, commodities, and alternative sources of return, dynamically adjusted through macro regime analysis.
- Cross-asset diversification
- Macro regime modeling
- Volatility-aware rebalancing
Alternatives
Alternative Risk Premia
A systematic approach capturing long/short factor exposures across asset classes, including trend, carry, value, and macro risk premia.
- Long/short implementation
- Cross-asset factor models
- Risk-parity style allocation
Fixed Income
Systematic Fixed Income
Rule-based duration, curve, and credit allocations using macro factors, yield curve dynamics, and carry/roll-down insights.
- Global duration models
- Curve positioning
- Macro & credit risk signals
Diversified
Risk-Parity Allocation
A balanced risk-weighted portfolio combining global asset classes to target stability across inflation and growth environments.
- Risk-balanced exposure
- Inflation-aware design
- Global macro diversification
Overlay
Dynamic Hedging Overlay
A rules-based defensive overlay that adjusts portfolio hedges based on volatility, correlation shocks, and regime signals.
- Volatility-responsive hedges
- Tail-risk awareness
- Regime-based triggers
Why systematic strategies
Systematic investment approaches offer transparency, repeatability, and risk control that align with institutional governance requirements.
Transparency
Clear, documented processes that can be explained and audited, providing confidence to stakeholders and regulators.
Repeatability
Consistent application of rules and signals reduces behavioral biases and ensures the process can be scaled and maintained.
Risk Control
Built-in risk limits, diversification rules, and monitoring frameworks help manage downside and volatility.
Signal Development
Rigorous backtesting and validation
Portfolio Optimization
Risk-aware construction and rebalancing
Risk Management
Continuous monitoring and controls
Performance Analysis
Attribution and factor decomposition
Strategy comparison overview
A high-level view of how different strategies compare across key dimensions such as risk profile, time horizon, and asset class focus.
Equity Strategies
Focus on stock selection and factor exposure with higher volatility and return potential.
Multi-Asset Strategies
Diversified across asset classes with balanced risk-return characteristics for core allocations.
Alternative Strategies
Long/short and overlay strategies designed to complement traditional holdings.
All strategies are subject to market risk, including possible loss of principal. Past performance is not indicative of future results. Please refer to individual strategy documentation for detailed information, including investment objectives, risks, fees, and expenses.