We focus exclusively on the return required by our clients. We don’t blame the markets when they underperform.

Losing less money than the market or other asset managers is not meaningful, we are paid to deliver the investment outcome agreed with our clients.

Nobody can predict what markets will do in the short term. Over longer periods they become much more predictable.

We know that active management techniques like stock picking or market timing do not produce consistent results.

Asset allocation is the most important driver of investment performance and is the cornerstone of our approach. We construct client portfolios in risk space with a minimum level of conviction in the target return. This structured approach is the genetic code that underpins our entire process.

How is Quantec Different?

  • We use innovative structures to reduce risk and enhance returns. Diversification is important but only one aspect.
  • Traditional asset allocation techniques have disappointed. In times of crisis, all asset classes suffer. While traditional asset classes are used in our portfolios, our experienced team uses these ingredients in new and appetising ways.
  • Our goal – increase the certainty of outcomes for our clients without compromising returns.

Values

We do not believe that a portfolio with a risk & return objective carefully agreed with our client should charge performance fees. This can motivate investment managers to take on excessive risk to enhance performance. Charging a fixed management fee is fundamental to our proposition.

We understand and support the important link between long-term investing and sustainable economic growth and this belief is embodied in our investment process and strategies. Our asset allocation models may include private equity, infrastructure financing and investments that meet environmental, social and governance criteria for Socially Responsible Investing.

PORTFOLIO CONSTRUCTION

A broad range of asset classes is used to construct portfolios that reduce risk via diversification and take advantage of inverse correlations between asset classes. A top-down approach with dynamic quantitative models is used to optimise the strategic asset allocation for the return target and risk budget carefully agreed with our clients.

Tactical strategies are then layered onto the long-term strategic allocations to take advantage of market opportunities to enhance returns or for downside protection. Every process is rigorously tested and adheres to our strict risk management principles.

INVEST WITH US

Strategic Asset Allocation

  • Core asset class allocation driven by our dynamic quantitative model to optimise risk/return profile with high level of conviction
  • Based on target return and risk budget agreed and reviewed on an ongoing basis with clients

Tactical Allocation Strategies

  • Active strategies to take advantage of opportunities and react to market conditions
  • Allocate risk to the most attractive risk/ reward strategies based on technical and quantitative indicators
  • Derivatives are used for efficiency to amplify exposure or to hedge downside

Our quantitative process identifies investments with consistently attractive risk-adjusted returns relative to costs.

Portfolios typically comprise cost-effective index-tracking products (such as Exchange Traded Funds), active quants mandates and exceptional actively-managed funds for asset classes where passive indexation is not available or suitable.