ADVANCED INSTITUTIONAL INVESTMENT ADVISORY

We work with a broad network of experts in fields that support Financial Institutions and Ultra High Net Worth Private Clients.

Institutions are exploring A.I. supported investment managment services. Take time to explore the best.

SIGMAPLUS can bring your investment managment offering to a new level – not words, just deeds. Our expert systems, together with a new paradigm in modelling the markets using artifical intelligence gives professional asset managers an Edge. It will deliver performance outcomes that will stand out from those of your competitors. It is a robust system that gives consistent performance across all markets. Our clients’ Pension Funds, Family Offices, Banks and Insurance Companies enjoy outcomes they did not envisage.

We are a support service in the field of asset management using SigmaPlus, we understand your challenges.

We offer:

  • Low-Risk portfolios with surprising level of control on volatility without over-weighting bonds.
  • to build niche equity sector portfolios without the large research infrastructure cost.
  • Those with underperforming funds a means to bring about a revival to positive territory.
  • Stable portfolios to Institutions offering their clients’ Constant Proportion Portfolio Insurance (CPPI) products.
  • Bespoke ETF portfolios to fit your design requirements.
  • Equity hedged portfolios to fit your design preferences.
  • Themed Portfolios

Explore, our results will positively surprise you, and your sceptism will diminish in short order. Call or email us now.

Our Digital Investment Team

We mimic the Investment Team concept by bringing to the table six “digital experts” with their own sector knowledge and precise market information, to form a consensus judgement on whether, given the current market conditions, it is prudent to buy or continue to hold a particular instrument/Stock. The decision to sell is a different process, but similarly employs the six wise “digital experts.”

SigmaPlus overcomes the huge challenge of the impossible challenge of humans assimilating high-dimensional data. Join a growing number of institutions employing smart technology to gain an edge in this highly competitive space.

View The Presentation
View Our Example Portfolios

Safety

Our service is Advisory only, so all trades are overseen and can be checked to be within the agreed stock universe – no handing over the capital with little or no scrutiny or transparency.  Our portfolios are long-only, and we only deal with highly tradeable assets from a universe you select.  We can also work with your preferred Asset Manager to supervise and make the trades, they also manage the liquidity.

Performance

We run a range of portfolios online, we don’t highlight the current winners and hide the underperformers. Go to our Example Portfolios Page and select a portfolio from the Dashboard, we will send you the performance along with all the trade data.

High Dimensional Data

Humans cannot digest high dimensional disparate data; we need computers to do this for us. This is the natural home for A.I. systems. SigmaPlus™ is our expert system that is supported by A.I. technology. A.I. alone will not work in what is a highly stochastic environment; a new paradigm was needed to achieve repeatable outcomes and robust enough to manage variation in the quality of inputs.

SigmaPlus™ is tried, tested and working in a number of institutions. Our A.I. strategy is long-only and only invests in highly liquid plain vanilla assets.

View Our Example Portfolio

First Steps

Discuss and decide:

  1. target performance and risk objectives
  2. investment universe
  3. Number of funds or securities
  4. Cash management and restrictions
  5. Hedging, if any

Next Steps

  1. We Input your decisions and analyse the outcomes
  2. We evaluate all investment inputs and report back with the best scenarios that match your criteria. We may suggest tweaks that may improve on the original model.
  3. You make a final decision on the model and start date.
  4. Advisory Service begins.

Our Outcomes

  • The system produces stable performance that will generally outperform benchmarks over time.  Buy and Hold Strategies, suffer underperformance and higher risk than SigmaPlus, after reasonable costs.
  • Portfolio turnover is low by comparison with general active strategies giving a reduction in trading and administration costs.
  • SigmaPlus works well with collectives and even better with direct stocks. The requirement is that all securities are listed on Bloomberg.
  • All risk metrics improve.
  • Redesigning Portfolio’s to serve their objectives better is made more accessible, and asset managers are given more time for strategic thinking rather than daily adjustment of holdings.
  • Weak performing portfolios receive a boost
Get in Touch

Note:  SigmaPlus is not in testing; we work with a number of investment institutions, asset managers, insurance companies and banks.  We do not hide the bad performers and promote the positive ones.  We run 100 portfolios online in the US, all of which are available for viewing.  See links at the end.

Our servers reside in a facility run by Knowledge Network SA (https://www.scibile.ch/) which has been designed according to TIER IV, with complete segregation and segmentation of each component.  It also follows the recommendation of FINMA(08/7 circular – Outsourcing for Swiss Banks).  The infrastructure is ISO 9001:2008 and is periodically subject to stress tests.  Knowledge Network is also a certified DSS-PCI compliance, the safety standard on data provided by the international circuits for online payments. Our system retains an historical record of all trades which does not allow us an ability to modify.