Customization is the future. Investors have different return targets and risk appetites at different time. They also have various preferences for investment currencies, underlying assets, regions and sectors, and portfolio construction methods. It is therefore extremely painful to construct a suitable portfolio despite of numerous number of funds in the market. Our algorithm allows our account managers to customize portfolios for the clients to meet individual needs. These bespoke portfolios are constructed using global equities, bonds, funds,structural products, funds and ETFs as underlying assets.

​

Who use our bespoke services?  Our customers include commercial banks, investment banks, private banks, insurance companies, single/ multi family offices, fund of funds, manager of managers, and large enterprises. These institutions usually demand more than investment products.  By availing our bespoke service, our clients use our expertise in product due diligence, asset allocation, operation and trading, risk management, and compliance, many of these functions are based on our proprietary algorithms  .

​

Niu One is our asset allocation algorithm. She constructs portfolios based on clients 'targets and preferences. Click here to try her out.