Strategies.

Differentiated Offering

Portfolio Management

V-Square's experienced portfolio management team has a proven track record managing portfolios (passive standard, thematic, risk-premium factors, and active tax management) across developed, emerging and frontier markets; bringing together specialized expertise and thought leadership.

We believe in the importance of selecting an asset manager who understands the nuances of benchmarks and possesses research acumen along with the ability to customize and innovate to achieve the investors targeted exposure. We manage passive, thematic, risk premium factors, and active tax management in both separate client accounts and pooled funds.

Proprietary Strategies

Proprietary Equities US Small Cap Value with Quality Tilt Size + Value + Quality
US Quality Dividend Growers Yield + Quality
US Risk-Controlled Momentum Momentum + Security Crowding Management
US All Cap Stakeholders Quality + Human Capital
World ESG Materiality and Carbon Transition Materiality + Climate
Listed Real Assets Global Infrastructure Quality + Materiality + Climate
Global Upstream Natural Resources Quality + Dividend Yield + Governance

Other Strategies

Standard
(Index)
Equity Large and Mid-Cap US | All Cap US | Developed | International | World (Developed + Emerging)
Fixed Income Ultra-Short Duration | Short Duration | Long Duration
Cash US Treasury 0-3 Months
Customized Equities | Fixed Income Styles | Factors | Thematic - Custom strategies are available upon request

How to Invest

1. Select Your Strategy

Select an investment universe and a theme. We work with you to craft a bespoke strategy in line with your investment's objectives and risk constraints.
We currently offer licensed or custom benchmarks, proprietary strategies or a combination of the above.

2. Open an Account

With a qualified custodian. Custodians are responsible for safeguarding and holding the securities, and record-keeping; they also offer services such as trade settlement, corporate action processing and foreign exchange transactions.

V-Square MAP is currently set up with the major custodians including Northern Trust, JP Morgan, Goldman Sachs, US Bank, BMO, BNY, Pershing, and Charles Schwab.

3. We Manage Your Assets

We implement your strategy in a cost-efficient manner, leveraging our extensive market and trading experience and expertise. We run regular performance attribution analysis to not only, provide you with a thorough report, but also to inform our approach.

Investing Reimagined.