All our portfolios are rules based in order to systematically accumulate asset income and capital gains.
We use DMA on the world’s regulated exchanges, in order to access institutional level financial instruments at the best price with no counterparty risk and no valuation uncertainty.
We bypass intermediaries and use the most efficiently priced financial instruments.
BOND INCOME PORTFOLIO (BIP): Accumulates income from bonds with compelling value and yield
The Bond Income Portfolio was designed to provide capital preservation and income investors can count on, regardless of market conditions. It is invested in bonds issued by investment grade banks.
SYSTEMATIC MULTI-ASSET PORTFOLIO (SMP): Provides long-term income and capital growth
The Systematic Multi-asset Portfolio delivers long-term income and capital growth by investing in global Equity markets (target exposure of 60%) and global Fixed Income markets (target exposure of 40%).
SYSTEMATIC EQUITY PORTFOLIO (SEP): Efficient exposure to global equity markets
The Systematic Equity Portfolio provides investors with a diversified exposure to Global Equity across regions and sectors.
Contact us for a copy of the latest factsheets.
FLEXIBLE DEPOSITS: Delivering interest rates in line with central bank deposit rates
Corporations and investors can place their cash in deposits that offer interest rates aligned with central bank deposit rates. The cash is available at any time with no penalty in case of early deposit redemptions. This is a great solution if one is waiting to deploy cash on another project.
ASSET-BACKED DEPOSITS: Offering enhanced interest via a deposit collateralized (secured) with listed shares without share price or counterparty risk
This type of time deposit achieves higher yields by providing liquidity to shareholders through a regulated stock exchange. When cash is placed for one month, the same quantity of shares is simultaneously bought (spot) and sold (forward) for settlement in a month, fully eliminating market risk. The exchange guarantees the transaction throughout, removing lending counterparty exposure. The highest rates apply to in-demand collateral, such as the BlackRock IBIT (Bitcoin) ETF.
FIXED DEPOSITS BACKED BY BANK BONDS: Providing higher interest on cash than a regular bank term deposit by buying the bonds directly from an exchange to secure enhanced yields
Investors can earn interest above regular bank deposit rates by purchasing bank bonds directly on an exchange. With a similar level of risk as leaving cash in the bank, this approach allows investors to maximise interest without taking on additional risk.
Contact us for up-to-date deposit rates.
SYSTEMATIC TECH PORTFOLIO (STP):
Provides investors with a diversified exposure to Global Digital Transformation across world regions and sectors.
SYSTEMATIC TECH PORTFOLIO ASIA (STP-A):
Provides investors with a diversified exposure to Digital Transformation with a specific focus on the Asia Pacific region.
SYSTEMATIC EQUITY PORTFOLIO CHINA (SEP-C):
Provides investors with a diversified exposure to Greater China equities.
BLOCKCHAIN AND CRYPTO PORTFOLIO (BCP):
Provides investors with a diversified equity exposure to both companies that have invested in blockchain technology and companies involved in the cryptocurrency space.
GEOPOLITICAL RISK MITIGATION PORTFOLIO (GRM):
Provides investors with a portfolio specifically designed to outperform traditional liquid assets during periods of heightened geopolitical tension.
The Systematic Equity Portfolio Insurance provides long-term capital growth with capital protection at the portfolio’s target maturity by investing in Global Equity markets using best in class “Portfolio Insurance” methodology.
“SystematicEdge, a regulated financial advisor using our execution platform for Direct Market Access, aims to provide Professional Investors and High Net Worth Individuals with efficient and sophisticated systematic investment strategies across asset-classes, regions and themes.”
David Friedland,
CEO of Interactive Brokers Asia 
