Avoid the pitfalls of passive
Quoniam Enhanced is a sophisticated, systematically driven approach designed for investors who demand efficiency, consistency, and long-term value creation. A solid 10+ year track record demonstrates our ability to offer investors an alternative to pure passive that maintains a tight tracking error while adding persistent alpha. Our risk management is dynamic, guarding against unforeseen risks in a way that most traditional backward-looking risk models do not.
The approach leads to portfolios that are highly diversified but also higher quality than passive strategies. They are cheaper and generally have a better return on equity and less leverage than typical passive benchmarks. Finally, while a passive approach can only generate below-benchmark returns after fees, our enhanced strategy is managed to generate persistent benchmark outperformance.
Global Equities Enhanced: Finding the sweet spot between passive and active investing. Mark Frielinghaus and Rocío Muñiz from the Equity Portfolio Management team explain how enhanced investing works, what potential this approach offers, and what investors should keep in mind when implementing it.
The advantages of enhanced
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High diversification Our approach effectively mitigates risk by offering a wide range of investment opportunities, typically holding over 200 stocks. -
Upside of active Our advanced alpha models enhance the benefits of diversification. We use science-based models and machine learning to calculate over 60 performance drivers daily.
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Low tracking error, high ambition Experienced portfolio managers ensure optimal implementation of our advanced alpha signals, manage risk and address special events.
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One strategy, multiple vehicles
Flexible implementation of Global Equities Enhanced: The strategy is a low tracking error approach to global equities, targeting additional value over a market cycle. Systematic forecasting models and machine learning are used to identify attractive return opportunities across global equity markets. The strategy is available to institutional investors as a mandate, as well as through a mutual fund and an Active ETF.
insights
Get in touch with Quoniam, and let’s discuss your investment goals and how to achieve them. Contact us for an analysis of the best strategy for you.