The Active Advantage

Our external trading teams stay focused on generating returns. Active Asset Management complements them with advanced portfolio analytics, real-time monitoring and a risk framework shaped by decades of trading experience.

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Active Asset Management

Allocator
Active Asset Management
Advanced portfolio analytics Proprietary analytics identify exposures, concentrations and changing risk conditions.
Real-time monitoring Continuous monitoring provides an additional layer of visibility across risk, performance and positioning.
Trader-built risk framework Built from decades of combined trading experience.
Independent portfolio perspective Portfolio-level analysis complements the trading team’s own risk management and decision-making.
Trading team Execution within an agreed mandate
Performance fee paid by allocator These additional capabilities come at no additional cost to the allocator.
No additional fee

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Direct Allocation

Allocator
Trading team Execution within an agreed mandate
Performance fee paid by allocator Manager fee

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Multi-Strategy Portfolio

Diversified access through a single allocation.

Your allocation Active Asset Management
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Weights change as conditions evolve

Investors access a diversified portfolio of specialist strategies through a single allocation. Active Asset Management selects managers, constructs the portfolio, manages aggregate risk and dynamically allocates capital as opportunities and market conditions evolve.

Explore Multi-Strategy

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Separately Managed Account

Dedicated strategy access with greater control.

Your capital
Dedicated account Separate from other investor allocations
Active Asset Management oversight Selected strategy

Eligible investors may access selected strategies through dedicated separately managed accounts, providing greater control over capital, mandate design and reporting while retaining Active Asset Management's investment oversight, risk management and infrastructure.

Explore SMAs

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Custom Mandate

Portfolio construction around institutional requirements.

Your requirements
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Portfolio design Selected strategies, custom risk parameters

For larger institutional investors, portfolios can be constructed around specific return objectives, risk parameters, liquidity requirements and eligible markets, using strategies available across the platform.

Discuss a mandate

A consistent investment framework across every structure.

Manager selection, portfolio construction, risk management and institutional reporting remain central to every mandate, while the investment structure can be tailored to the requirements of the investor.

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Separately managed accounts

Access the capability in the structure your institution needs.

Institutional investor

Dedicated account A segregated mandate, separate from other investor allocations.

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Why institutions use an SMA

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Account structure, eligibility, custody and operational arrangements vary by mandate and jurisdiction, and are confirmed in mandate documentation before an account is opened.

Separately managed accounts

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Digital Asset Volatility

Systematic options strategies seeking opportunities across digital asset volatility markets.

SPX 0DTE Options

Systematic intraday options strategies trading same-day expiry options on the S&P 500 Index.

S&P 500 Volatility

Systematic volatility strategies operating across S&P 500 E-mini derivatives markets.

Digital Asset Cross-Sectional

Systematic market-neutral strategies exploring relative-value opportunities across a diversified universe of digital assets.

Global Equity Volatility

Systematic volatility strategies operating across selected U.S. and Asian equity index markets.

Flexible structures. One investment approach.

Tell us how your institution prefers to allocate and our investment team will provide the material relevant to that structure.

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