AlphaEngine Global Investment Solutions-Services

AlphaEngine Global Investment Solutions, LLC, provides investment management and advisory services to institutional clients around the world, including pension and profit sharing funds, corporations, and charitable organizations (e.g., endowments and foundations). AlphaEngine Global Investment Solutions provides advice on a broad range of assets and uses a systematic rules-based approach to analyze the likely performance of such assets/securities based on fundamental, technical, sentiment and seasonal indicators.
AlphaEngine Global Investment Solutions leverages the AlphaEngine^® technology, and uses both quantitative and qualitative inputs as part of its asset class/sector, currency and manager allocation methodology. In addition, these models are customized to the client's specific portfolio structure, policy constraints and investment objectives and are designed to perform better than naïve static or rebalancing policies.

These services include:

1.SMART Rebalancing^®: recommendations on asset allocation to broad asset classes (equities, bonds, etc.) and sub-asset classes (Domestic Equity, International Equity, Domestic Fixed Income, International Fixed Income, Large Cap and Small Cap Equity, etc.).
  » The Case for SMART Rebalancing
  » A SMART Approach to Portfolio Management
  » A SMART Approach to Portfolio Management - ai5000

2.SMART Alpha: dynamic currency hedging, allocation across external managers including currency managers and allocation across hedge fund managers and styles

3.SMART Daikoku: Leveraging the SMART Rebalancing^® program in the US, SMART Daikoku (Dynamic Asset Allocation In Kohinoon Kudos) is the Japanese equivalents and provides Japanese pension funds with an innovative, customized, low-cost, high value-added product and extracts alpha from an untapped source while minimizing fund level drawdowns. Through the effective use of futures-overlays, we can help Japanese pension funds manage risks related to asset allocation, improve governance and potential returns while maintaining their current overall portfolio and manager structure.
  » AEGIS and Mcube Japan launch first SMART Rebalancing Mandate