Differentiated Offering
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 | 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 |
| 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 |
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.
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.
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.