OUR EXPERTISE - YOUR SOLUTIONS
BASED ON OUR CLOUD-BASED TECHNOLOGY, WE OFFER INVESTMENT SOLUTIONS FOCUSED ON CAPTURING THE MARKET UPSIDE WHILE LIMITING DOWNSIDE RISK.
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Our offering is divided into 3 main categories:
Global Market Portfolios, Dynamic Allocation Portfolios and Systematic Endowment Portfolios
GMP
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Global Market Portfolio
A Global Market Portfolio (GMP) has a strategic asset allocation, which is only adjusted when fundamental market conditions change. Short term opportunities are captured via smaller tactical asset allocation positions.
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Global Market Portfolios are available as mandate solutions and via the fund Edge Global Dynamic.
For Conservative Investors
DAP
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Dynamic Allocation Portfolio
Dynamic Allocation Portfolios (DAP) are designed to participate in a rising market with high equity allocations and to offer protection during recessions by holding less equities when markets correct.
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EDGE Sustainable Growth fund is an example of a Dynamic Market Portfolio with the equity allocation moving between 20% and 100%.
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For Growth Investors
SEP
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Systematic Endowment Portfolio
For Multi-Generational Investors
An Endowment Portfolio is a Global Market Portfolio with private market investments, such as private equity, private credit, and real-estate, in the spirit of the Yale endowment, the original source of the concept.
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Combining private markets with a Dynamic Allocation Portfolio improves expected return in a so-called Systematic Endowment Portfolio (SEP).
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
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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.
