Key Takeaways

• Investors with a longer view have an edge as they overcome short-term asset mispricing and avoid emotional decisions

• Global and panoramic views with systematic approaches are required to get strategies with superior risk-adjusted returns

• Within assets allocation processes, the portfolio buckets need alternative equity products to generate alpha

The Benefits of Allocations in the DuraWealth Strategies in global Portfolios

• Since 2013, extra returns are obtained ► PDF-Presentation

Looking Ahead

• DuraWealth‘s active index strategies are UCITS-IV compliant, with aimed annual returns of over 5% above the MSCI World AC Index return over economic cycles