There is a very wide range of rules-based portfolio concepts in the field of equities and bonds, from mirroring a market index exactly (passive) to a strategy of adapting an index to a client’s specifications (passive customised).
It is also important to maintain an overview in this dynamic market with its constantly expanding universe of indexes.
The expertise of Universal-Investment’s experienced Portfolio Management team covers all relevant local and global markets on both the equities and bond sides.
Universal-Investment’s rules-based portfolio concepts also include state-of-the-art beta strategies.
One key objective of the enhanced beta strategies is to use alternative weighting methods to significantly improve diversification by means of professional portfolio management, and in so doing optimise the risk/return ratio in comparison with common market indexes and benchmarks.
Mirroring certain market indexes exactly, such as
Adjusted mirroring of certain market indexes based on investors’ individual specifications, such as
The optimisation of the risk/return ratio of rules-based strategies in comparison to common market indexes or benchmarks
Passive management takes many forms. Let us work with you to analyse which strategy suits you best. We look forward to sharing ideas with you.