MAXIMIZE YOUR INVESTMENT PERFORMANCE WITH OUR
SYSTEMATIC MODEL PORTFOLIOS.
Better returns and lower costs for investment advisors and asset owners.
USE THEM TO:
- TRACK AND REPLICATE PROVEN STRATEGIES
- LAUNCH NEW INVESTABLE PRODUCTS
- GENERATE HIGH-CONVICTION INVESTMENT IDEAS
THE STATUS QUO
Conventional investment strategies and products underperform the indices with alarming consistency.
In the mutual funds industry, 70% of active managers have underperformed their
benchmarks across all strategies over 3, 5, 7, and 10 years
(source: S&P SPIVA Scorecard).
Similarly, several active ETFs and managed accounts fail to deliver reasonable value.
THE SMART ALTERNATIVE
Systematic investment methodologies can deliver the value that investors expect and deserve.
An efficient, logical, and pragmatic approach based on fact-finding and proven evidence.
A systematic approach brings discipline, transparency, and proven results.
That’s the advantage investors can rely on.
HIGHER INVESTMENT RETURNS
FOR SMART INVESTORS GOING BEYOND THE STATUS QUO.
Discover how to maximize the returns from your equity exposure.
Learn the enhanced value that a rule-based, systematic methodology can deliver. Profit from an advanced investment process that consistently beats the conventional, common model portfolios.
If you want to replicate the model portfolios, sign up with a simple flat monthly license fee. Receive timely portfolio updates and rebalancing actions as they occur. If you are not satisfied, you may discontinue the service at any time.
- LOW COST.
- EASY ACCESS.
- FLEXIBLE TERMS.
- LOW COST.
- EASY ACCESS.
- FLEXIBLE TERMS.
THE COST
We do not charge management fees, but just a small subscription fee with opting out at any time.
The license fee to access our service is fixed and not related to the assets size, providing full scalability and big cost savings.
THE EXECUTION
Some portfolios require rebalancing at the end of the month, others at the end of the quarter.
The replication of the portfolios is therefore very easy and fast to execute.
A BETTER WAY TO INVEST.
MORE RETURNS. LOWER COSTS. GREATER CONTROL.
Discover our systematic model portfolios today.
HOW OUR MODEL PORTFOLIOS WORK
The model portfolios are built following a rigorous, logical process based on proven facts and well defined rules, validated by extensive historical tests. Delivering alpha requires the optimal combination of selection rules to identify the outperforming stocks and avoiding falling securities. This is possible only selecting stocks that not only show the best fundamentals but also have validated positive price trend. Our strength is the strong focus on robust test and objective validation. An approach that is often dismissed, producing obvious inefficiencies and risks.
OUR GOAL: CONSISTENTLY BEAT THE BENCHMARKS
A scientific, rules-based investment approach that adapts to markets, controls risk, and delivers superior long-term performance.
OUR SYSTEMATIC MODEL PORTFOLIOS
Analyze the performance of our model portfolios vs the benchmarks with
yearly, quarterly and monthly returns for the last 10 years.
See the charts of returns, the Sharpe ratio and other quality metrics.
Last 10 Years Annualized Performance
SEE THE FACTS
Check the performance of our systematic model portfolios, easy to track and replicate.
A SMALL DECISION WITH A BIG IMPACT
THE COMPOUNDED EFFECT
OF A RETURN INCREASE OVER YEARS
Small gains in annual returns can lead to significantly higher wealth over time.
The compounding effect makes each extra point a powerful impact on long-term results.
Consistent outperformance of just 5% per year leads to a 27.63% increase in 5 years. At 7% per year, it grows to 40.26%.
At 10% per year, the improvement reaches 61.05%.
Start with better returns. Build greater wealth. Secure your future
THE COMPOUNDED EFFECT
OF ADDITIONAL ANNUAL RETURNS
Start replicating our model portfolios to help optimize your equity exposure and long-term returns.
Gain full access to our systematic model portfolios.
Our License Fees:
First month: Free.
Thereafter, a fixed monthly fee will apply, payable only at the end of each month and only if you choose to continue using the service. If you decide not to continue, no payment is required, and your access to the service will simply be terminated.
Risk Disclosure and Disclaimer:
Investing in securities involves substantial risk and may result in partial or complete loss of invested capital. Any model portfolio, strategy, performance data, projections, or examples provided are for informational purposes only and should not be interpreted as a recommendation to buy, sell, or hold any security.
Historical, backtested, simulated, or hypothetical results have inherent limitations and do not guarantee future performance. Actual results may differ materially from those shown. Users remain fully responsible for all investment decisions and should consult their own professional advisers before acting on any information provided through this service.
Subscribe if you want to access the data to replicate our model portfolios.
The Systematic Gains service provides you with access to our continuously updated list of stock selections and all portfolio rebalancing actions as they occur.
This enables you to independently replicate the strategies using your own capital, perform your own testing, and evaluate the model portfolios in detail.
We invite you to assess for yourself whether these strategies deliver the superior value that we confidently believe they provide.
FAQS
How many strategies can produce on average double-digit annual returns?
Why do our model portfolios outperform many active and passive products?
Because our approach is 100% rule-based and systematic. In our experience personal opinions, assumptions and untested methodologies often deliver erratic results. We believe in executing hard testing and objective validation of the rules governing the selection process across a long history covering different market cycles. We like to objectively assess and prove where alpha is coming from, and to check all the right boxes, that improve the odds to deliver superior performance consistently.
Why are these model portfolios better than most others?
Because they combine two key elements: Careful selection of well-validated rules and systematic execution. Our rule-based, systematic methodology offers: A Transparent, pragmatic set of investment criteria that deliver real alpha. The Possibility to test and validate. A flawless, coherent execution. Exclusion of human biases, emotions, unproven assumptions and subjective opinions. Rigorous and prompt risk control. A smart process to profit from price trends.
What is the rationale of the selection process?
Our rigorous selection process is checking the two key boxes to perform – good growth metrics (sales and earnings) and validated, actual positive price trends. This offers the opportunity to exploit the performance dispersion across stocks capturing the outperformers that show strong uptrends supported by sound fundamentals.
How consistent is the outperformance of the model portfolios?
You can check the number of positive years and quarters in the tables to get an idea of the historical consistency in terms of outperformance vs. the benchmark.
What is the difference from other model portfolios?
Consistency of superior performance across all the systematic model portfolios. The offer from other providers is often a list of portfolios with a vast difference in returns over the years. One must be lucky to pick the right model portfolio.
Full transparency with a rich set of performance data, including yearly, quarterly and monthly statistics and the percentage of winning quarters. All this information is not usually available in other services. We can offer a detailed disclosure of the numbers as we feel strongly about the true value and the consistency of our model portfolios across market cycles.
Personal support from our team at no cost. Full assistance with the possibility to personalize the portfolios, accommodating different goals (fewer stocks, lower turnover and more)
What Is Systematic Investing?
Systematic fund managers use complex quantitative models and data analysis to determine portfolio risk exposures. The goal is to introduce a higher degree of rigor, testing, transparency, and consistency into the investment process, compared to discretionary investing. In discretionary investing, decisions often depend on subjective judgment, making the rationale behind them difficult to pinpoint and varying over time and between decision makers. For example, a discretionary fund’s performance can heavily depend on who is managing it at a given time, whereas a systematic fund relies primarily on what the data indicates to its models at that moment.
What are the benefits of systematic investing?
Here are some of the key benefits of investing in systematic funds, as cited by Registered Investment Advisors (RIAs) in recent surveys:
Reliability & Repeatability: Quantitative methods intensify the use of data and models, reducing reliance on individual biases, preferences, and ad-hoc decision-making.
Transparency: While the mathematical operations and models behind quantitative methods can be complex, their outputs are straightforward and transparent, making investment decisions easier to communicate.
Capital Protection: Quantitative approaches rigorously enforce diversification and capital protection mandates, from portfolio construction through to risk exposure management and trading operations.
Risk Management: Models consistently monitor and quantify emerging risks and execute appropriate trades to enhance overall risk management.
Contact
- 837 Salisbury House, 29 Finsbury Circus London EC2M 7AQ, United Kingdom
- info@systematicgains.com
“What stands out is the consistency in performance and the disciplined approach. It removes guesswork and keeps the process objective across market cycles.”
Multi Family Office, US