Our strategies
Here you will find our current product range and more information about the strategies.
Here you will find our current product range and more information about the strategies.
Now available
NDT US-Equities Momentum (USM)
Goal: A satellite solution complementing existing portfolios through exposure to high-momentum US large-cap equities.
Robust framework: Combines multiple momentum signals across different time horizons into a systematic investment framework.
Concentrated selection: Up to 15 momentum stocks, systematically rebalanced on a monthly basis.
Rotation: The portfolio dynamically rotates into stocks with a higher probability of outperformance.
Dynamic Exposure: A methodology grounded in financial theory that assesses market conditions and adjusts portfolio exposure between 50–100%.
Issuer: UBS
For questions or interest in investing, contact us.
Now available
NDT US-Equities Momentum (USM)
Goal: A satellite solution to complement existing portfolios with a concentrated selection of US large-cap stocks with strong momentum.
Robust Momentum Strategy: The approach emphasises proven trading logic and particularly high robustness.
US-Exposure: Concentrated portfolio with equities that show strong momentum.
Systematic Approach: Quantitative methodology based on financial theory, which is implemented in a rule-based manner.
Risk Management: Regular risk adjustment of the portfolio in order to manage risks effectively.
Market Analysis: Our algorithm analyses the market environment to determine the exposure (investment ratio) dynamically.
Momentum Assessment: Every month an evaluation is carried out in our universe (US large cap stocks).
Issuer: UBS
For questions or interest in investing, contact us.
Now available
NDT US-Equities Momentum (USM)
Goal: A satellite solution to complement existing portfolios with a concentrated selection of US large-cap stocks with strong momentum.
Robust Momentum Strategy: The approach emphasises proven trading logic and particularly high robustness.
US-Exposure: Concentrated portfolio with equities that show strong momentum.
Systematic Approach: Quantitative methodology based on financial theory, which is implemented in a rule-based manner.
Risk Management: Regular risk adjustment of the portfolio in order to manage risks effectively.
Market Analysis: Our algorithm analyses the market environment to determine the exposure (investment ratio) dynamically.
Momentum Assessment: Every month an evaluation is carried out in our universe (US large cap stocks).
Issuer: UBS
If you have any questions or are interested in investing, contact us.
Now available
NDT x Alquant US-Momentum Protect
Goal: A satellite solution with focused US momentum exposure and integrated downside protection, for an asymmetric return profile with an improved risk-return ratio.
Robust Momentum Strategy: We combine multiple momentum methods across different time horizons, for a robust and dynamic model.
Concentrated Selection: US large-caps with the strongest momentum, rule-based and reassessed monthly.
Dynamic Hedging: Alquant's proprietary risk model continuously manages the hedging ratio and adapts it to the market environment.
Risk Management: Regular risk adjustment of the portfolio in order to manage risks effectively.
Protect: Options and volatility strategies reduce downside risk
while preserving upside potential.
Issuer: UBS
For questions or interest in investing, contact us.
Now available
NDT x Alquant US-Momentum Protect
Goal: A satellite solution to complement existing portfolios with a concentrated selection of US large-cap stocks with strong momentum.
Robust Momentum Strategy: The approach emphasises proven trading logic and particularly high robustness.
US-Exposure: Concentrated portfolio with equities that show strong momentum.
Systematic Approach: Quantitative methodology based on financial theory, which is implemented in a rule-based manner.
Risk Management: Regular risk adjustment of the portfolio in order to manage risks effectively.
Market Analysis: Our algorithm analyses the market environment to determine the exposure (investment ratio) dynamically.
Momentum Assessment: Every month an evaluation is carried out in our universe (US large cap stocks).
Issuer: UBS
For questions or interest in investing, contact us.
Now available
NDT x Alquant US-Momentum Protect
Goal: A satellite solution to complement existing portfolios with a concentrated selection of US large-cap stocks with strong momentum.
Robust Momentum Strategy: The approach emphasises proven trading logic and particularly high robustness.
US-Exposure: Concentrated portfolio with equities that show strong momentum.
Systematic Approach: Quantitative methodology based on financial theory, which is implemented in a rule-based manner.
Risk Management: Regular risk adjustment of the portfolio in order to manage risks effectively.
Market Analysis: Our algorithm analyses the market environment to determine the exposure (investment ratio) dynamically.
Momentum Assessment: Every month an evaluation is carried out in our universe (US large cap stocks).
Issuer: UBS
If you have any questions or are interested in investing, contact us.
Now available
NDT Europe-Equities Quality Momentum (EQM)
Goal: A satellite solution to complement existing portfolios with liquid European equities.
Dual Strategy Architecture: Two complementary approaches in one portfolio, split equally between regime-based momentum and quality.
Momentum: In positive market trends we select from the entire universe; in weaker phases, from defensive sectors, so the strategy stays fully invested across all market regimes.
Quality: A selection of sustainably profitable, earnings-stable companies whose growth and valuation are in balance.
Systematic Approach: A rule-based, quantitatively grounded methodology designed for long-term robustness.
Issuer: UBS
For questions or interest in investing, contact us.
Now available
NDT Europe-Equities Quality Momentum (EQM)
Goal: A satellite solution to specifically complement existing portfolios with liquid European equities.
Dual Strategy Architecture: 50% quality stocks with a focus on stability, 50% stocks with regime-based momentum. Two complementary approaches in one portfolio.
Quality Growth: Stock selection of sustainably profitable and earnings-stable companies whose growth and valuation are in balance.
Regime-Based Momentum: Combines classical with risk-adjusted momentum. In positive market trends, stock selections are made from the entire investment universe, while in weaker market phases, the universe is restricted to defensive sectors.
Systematic Approach: Rule-based, quantitatively grounded methodology designed for long-term robustness.
Issuer: UBS
For questions or interest in investing, contact us.
Now available
NDT Europe-Equities Quality Momentum (EQM)
Goal: Enhance discretionary portfolios with a robust, rule-based strategy for long-term participation in global growth.
Robust Momentum Strategy: The approach emphasizes a proven trading logic and particularly high robustness.
Global Exposure: With just one product, a balanced yet dynamic global portfolio.
Systematic Approach: Scientifically grounded and quantitative methodology executed in a rule-based manner.
Risk Management: Regular risk adjustment of the portfolio to effectively control risks.
Market Analysis: Our algorithm analyzes the market environment to dynamically determine the exposure.
Momentum Assessment: Every month, an evaluation takes place in our universe (stocks, bonds, commodities, real estate, and money market funds). Implementation using cost-effective ETFs.
Issuer: Maverix, TCM collateralised at SIX
For questions or interest in investing, contact us.
Now available
NDT Global Multi Asset Momentum (GMAM)
Goal: A systematic complement to discretionary portfolios for long-term participation in global growth.
Robust Momentum Strategy: We combine multiple momentum methods across different time horizons, for a robust and dynamic model.
Global Diversification: One universe across all asset classes, equities, bonds, commodities, real estate and money markets, implemented with cost-efficient ETFs.
Momentum Rotation: Each month, the portfolio rotates into the
asset classes with the strongest momentum.
Dynamic Exposure: A methodology grounded in financial theory that analyses the market environment and steers the investment ratio on a rule-based basis.
Issuer: Maverix, TCM collateralised at SIX
For questions or interest in investing, contact us.
Now available
NDT Global Multi Asset Momentum (GMAM)
Goal: Enhance discretionary portfolios with a robust, rule-based strategy for long-term participation in global growth.
Robust Momentum Strategy: The approach emphasizes a proven trading logic and particularly high robustness.
Global Exposure: With just one product, a balanced yet dynamic global portfolio.
Systematic Approach: Scientifically grounded and quantitative methodology executed in a rule-based manner.
Risk Management: Regular risk adjustment of the portfolio to effectively control risks.
Market Analysis: Our algorithm analyzes the market environment to dynamically determine the exposure.
Momentum Assessment: Every month, an evaluation takes place in our universe (stocks, bonds, commodities, real estate, and money market funds). Implementation using cost-effective ETFs.
Issuer: Maverix, TCM collateralised at SIX
For questions or interest in investing, contact us.
Now available
NDT Global Multi Asset Momentum (GMAM)
Goal: Enhance discretionary portfolios with a robust, rule-based strategy for long-term participation in global growth.
Robust Momentum Strategy: The approach focuses on a proven trading logic and particularly high robustness.
Global Exposure: With just one product, a balanced yet dynamic global portfolio.
Systematic Approach: Financially sound and quantitative methodology executed without emotions.
Risk Management: Regular portfolio risk adjustments to effectively control risks.
Market Analysis: Our algorithm analyzes the market environment to dynamically set the exposure.
Momentum Assessment: Every month, an assessment of all ETFs in our universe representing stocks, bonds, commodities, real estate, and money market funds takes place.
Issuer: Maverix, TCM collateralised at SIX
If you have any questions or are interested in investing, contact us.
Our FAQs
The most common questions we are asked.
The most common questions we are asked.