How can Family Offices benefit from Alquant?

Investment Committee Support

Take efficient tactical decisions based on data-driven actionable indicators to generate long-term capital appreciation while keeping an eye on capital preservation of the family wealth.

Ready-Made Investment Products

Easily invest in highly regulated investment products focused on downside protection and developed by Alquant after years of data-driven research.

Outsourced Quantitative Team

Make Alquant your quantitative team to develop tailored solutions you've always wanted and turn them into real investment products.

Protect wealth from significant drawdowns

Your situation

As a family office, your goal is to grow and protect your portfolio over time. You are looking for tools to support your tactical investment decision-making. You need systematic ways to achieve long-term capital appreciation while mitigating drawdowns.

>> Our solution

Protect wealth from significant drawdowns

Your situation

As a family office, your goal is to grow and protect your portfolio over time. You are looking for tools to support your tactical investment decision-making. You need systematic ways to achieve long-term capital appreciation while mitigating drawdowns.

Our solution

Alquant's Prisma platform provides family offices with clear and actionable insights about current market conditions and risk. With Prisma family offices can proactively manage downside risk and thus ensure robust performance during volatile markets.

Prisma's systematic risk indicators are easily translated into portfolio actions and allow family offices to keep control of their portfolios. Family offices can also create custom indicators and apply them to different equity indices or even to specific portfolios. By focusing on eliminating human bias and providing proactive risk management, Prisma is the ideal solution for family offices looking to grow and protect their portfolios.

Alvola: The proactive tail-hedging solution

Your situation

You're looking for investments whose returns are uncorrelated with major asset classes and that, even with a small allocation, help mitigate overall drawdowns of your asset allocation thanks to their strongly positive performance during market crashes.

>> Our solution

Alvola: The proactive tail-hedging solution

Your situation

You're looking for investments whose returns are uncorrelated with major asset classes and that, even with a small allocation, help mitigate overall drawdowns of your asset allocation thanks to their strongly positive performance during market crashes.

Our solution

An innovative tail-hedging product, Alvola generates robust performance during periods of extreme market turmoil. Alvola helps to make sure your portfolio succeeds in all market phases by targeting positive absolute returns over an entire market cycle and negatively correlated returns to the equity market.

To avoid the negative carry common to many hedging solutions Alvola dynamically targets long volatility exposure through derivatives during market turmoil while remaining mainly exposed to cash equivalents during bull markets. Alvola is a perfect equity diversifier and an attractive alternative investment. Adding Alvola to your asset allocation can significantly increase your downside protection.

Convexus: Defensive equity 2.0

Your situation

You like defensive stocks because of their low realized volatility. However, they tend to underperform during bull markets and, in the event of a sharp decline, they often offer no real protection. To effectively protect your equity exposure, you would have to buy put options, but this is very expensive and would also negatively impact your long-term performance.

>> Our solution

Convexus: Defensive equity 2.0

Your situation

You like defensive stocks because of their low realized volatility. However, they tend to underperform during bull markets and, in the event of a sharp decline, they often offer no real protection. To effectively protect your equity exposure, you would have to buy put options, but this is very expensive and would also negatively impact your long-term performance.

Our solution

Alquant's equity UCITS fund called Convexus is an attractive alternative to defensive or put-protected equity solutions. Indeed, Convexus achieves lower realized volatility than blended equities while tending to provide better protection in major market downturns than standard low volatility solutions. Compared to put-protected solutions, Convexus seeks to better capture equity upside by minimizing hedging costs during strong market rallies without compromising on strong protection against sharp equity declines.

Convexus provides passive U.S. equity exposure enhanced by a dynamic derivative risk overlay based on Alquant's risk indicators. Through this dynamic risk overlay, Convexus aims to significantly reduce the impact of sharp equity declines while providing returns similar to the broad U.S. equity market during bull markets.

Quant as a service - Collaborate with Alquant, your Quantitative Lab

Your situation

You are interested in quantitative finance, specifically in incorporating data-driven and systematic investment strategies into your asset allocation. However, your lack of an in-house quantitative team means you don't have the research capacity to develop these strategies yourself and would like to start your project immediately without the costly recruitment process.

>> Our solution

Quant as a service - Collaborate with Alquant, your Quantitative Lab

Your situation

You are interested in quantitative finance, specifically in incorporating data-driven and systematic investment strategies into your asset allocation. However, your lack of an in-house quantitative team means you don't have the research capacity to develop these strategies yourself and would like to start your project immediately without the costly recruitment process.

Our solution

Alquant's extensive quantitative research experience means we can develop robust systematic investment strategies that fit your needs. Our dedicated team works to understand your investment goals and deliver high-quality ready-to-use solutions.

Given your inputs, we carry out quantitative research and develop algorithms and data-driven investment strategies. This can range from building your tailored tail-hedging solutions, tactical asset allocation, or even actively managed equity and crypto strategies.

Our automated and interactive platform saves you time and makes the research results transparent and interactive. With Alquant’s FINMA license we can even create and manage a certificate or fund following your research idea, so it can be easily included into your asset allocation.

Interested to learn more?