All our discretionary programs are built by applying our cycle personality framework in the context of specific KYC requirements.
We use a unified fundamental and behavioral global market research model and deploy it in portfolios of securities and derivatives to fit any desired risk-reward profiles.
Our systematic strategies are applied within alternative investments programs. We use the same cycle personality framework to identify - and profit from - certain events in global equity, fixed income, commodity and currency markets.
Our systematic strategies have certain risk-reward parameters which can be further smoothed out or amplified by using more or less leverage. Suitability is ensured by applying a robust KYC process to determine to what extent such systematic strategies are permissible at the relationship, entity and/or account level.
Both the discretionary and the systematic approaches have their respective advantages and flaws. For instance, discretionary trading may be better at capturing investment context beyond the inherently narrow scope of any data set a systematic strategy would use. But systematic trading would be less prone to human error.
Thus, combining the two approaches has obvious advantages. We try doing so in creative, original ways whenever possible. Owning our own S-Trader technology is a great advantage for us - it facilitates the implementation of hybrid discretionary-systematic models, programs and strategies.