Key Takeaways

  • Investors with a longer view have an edge as they overcome short-term asset mispricings 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 right products to generate alpha

The Benefits of Allocations in the DuraWealth Strategies in global Portfolios

  • Since 2013, extra returns are obtained in global and institutional portfolios ► PDF-Presentation

Looking Ahead

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