Our Managed Account Platform
Our investment strategies starts with embedded research and intentionality. Investors are involved in our disciplined iterative process to align desired investment objectives within a rigorous risk-controlled framework.
We start with a top-down approach with macroeconomic views and models informed by multiple variables such as inflation, interest rates, GDP growth, unemployment rate, energy transition forecasts, global policy scenarios, climate change and human systems. Our macroeconomic views integrate our long-term horizon as an investor. A quantitative approach helps us deconstruct what fundamentally drives investment returns and our bottom-up approach drives portfolios construction focusing on alternative risk premia – styles – while intentionally incorporating risk factors derived from material Environmental, Social and Governance (ESG) signals.
Our optimization process integrates your specific material Sustainability factors and V-Square's rigorous risk-controlled framework.
Our experienced team of portfolio managers, combining capital markets and ESG expertise, design and deliver a bespoke managed account aligned with your objectives.