Multi-Asset
Product
From the equity to debt markets and quantitative to fundamental investing, we provide tools to empower a comprehensive investment management. Incorporate datasets from top-down economic indicators to bottom-up fundamental and apply well selected quantitative analysis with a key purpose of achieving a holistic investment strategy.
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Strategic asset allocation is a portfolio strategy for various asset classes and rebalances the portfolio periodically with a buy-and-hold strategy.
Applying classification model named K-nearest neighbors for identifying current economic cycle based on similar period in the past that defined by growth and inflation. With specified cycle, it will help investors on asset allocation by visualizing which asset class will be the top rank of outperformer in the next 12-18 months.
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Tactical asset allocation is an active management on the strategic asset allocation and adjusting long-term target weights for a short period to capitalize on the market opportunities. Applying penalized regression and HMM model for regional equity asset allocation in the next 3 months period by using data ranging from economic condition, leading indicators, bond yield, financial condition, market valuation and earnings momentum.
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The Historical Analogue Dashboard provide insight into how each market behaved during historical periods and environments. While events rarely repeat in the same way, having this insight allows us to position our investment recommendations (and portfolios) accordingly, should any historical analogues become plausible.