For private and professional clients
Quant Managed Accounts
- A managed account is an brokerage account that is operated and managed by the asset manager on your behalf.
- With a quant managed account, the asset manager operates your account on the basis of Quantmades quant strategies.
- Your advantage is that you decide how your capital should be managed and the asset manager is doing the operations.
- We support you with six different risk / return systemic quant-generated equity portfolios.
- The trading signals are send to the asset managers via our turnkey asset management platform on daily basis.
Quantmade makes it possible to design risk, return and correlations according to your needs.
Clients for Quant Managed Accounts
- High net worth individuals
- Family office
- Corporates & Holdings
- 3rd Party Asset Managers
(Minimum capital per single quant portfolio is US-$ 200k)
It all starts with a first contact
Our Systems for Managed Accounts
The Quant Strategies
Investors can make use of six different quant-driven stock portfolio. These are a result of the combination of three quant strategies (CLIMB, COLLECT, RESIST) with two stock universe (TOP 100 US stocks = US 100, TOP US Tech stocks = US Tech 100). The quant eco-system of six different risk / return quant portfolios is used to design the optimal trading setup for investors by combining different quant portfolios with optimal risk / return and correlation structure.
CLIMB
Offensive Quant Trading System
- max 20 positions.
- offensive strategy
- used mostly in low-vol market phases
- focus is on above-benchmark returns
- trades the S&P 100(R) and Nasdaq 100(R) universe
RESIST
Defensive Quant Trading System
- max 20 positions.
- defensive stock-picking turn-around strategy
- focus is to avoid risks and drawdowns
- used in all market phases
- trades the S&P 100(R) and Nasdaq 100(R) universe
- very low beta values and mostly uncorrelated returns to benchmarks
COLLECT
Balanced Quant Trading System
- max 20 positions.
- balanced strategy
- used in all market phases
- trades the S&P 100(R) and Nasdaq 100(R) universe
- fokus is an attractive risk-return ratio
Our Systems for Managed Accounts
The Quant Strategies
Investors can make use of six different quant-driven stock portfolio. These are a result of the combination of three quant strategies (CLIMB, COLLECT, RESIST) with two stock universe (TOP 100 US stocks = US 100, TOP US Tech stocks = US Tech 100). The quant eco-system of six different risk / return quant portfolios is used to design the optimal trading setup for investors by combining different quant portfolios with optimal risk / return and correlation structure.
CLIMB
Offensive Quant Trading System
- max 20 positions.
- offensive strategy
- used mostly in low-vol market phases
- focus is on above-benchmark returns
- trades the S&P 100(R) and Nasdaq 100(R) universe
COLLECT
Balanced Quant Trading System
- max 20 positions.
- balanced strategy
- used in all market phases
- trades the S&P 100(R) and Nasdaq 100(R) universe
- fokus is an attractive risk-return ratio
RESIST
Defensive Quant Trading System
- max 20 positions.
- defensive stock-picking turn-around strategy
- focus is to avoid risks and drawdowns
- used in all market phases
- trades the S&P 100(R) and Nasdaq 100(R) universe
- very low beta values and mostly uncorrelated returns to benchmarks
Applied to S&P 100 (R) and NASDAQ 100 (R) stocks
Applied to S&P 100 (R) and NASDAQ 100 (R) stocks
Applied to S&P 100 (R) and NASDAQ 100 (R) stocks
Six different quant-driven system equity portfolios in terms of risk, return and correlations
VIEW OUR SIX QUANT PORTFOLIOS
Performance
Compare the performance charts of all Quant Portfolios for Managed Accounts
Click on “choose quants” and select up to four different portfolios incl. benchmark. You can choose between different time frames from YTD up to full.
*Data for performance are calculated from daily performance data since 2004
PERFORMANCE CHART
(Max. 4 Quants)Risk vs. Return Profil
Quantmade Portfolios outperform the benchmarks in terms of risk vs. return
As an active investor, you would like to balance risks and return. Quantmade offers Quant Portfolios that are lower in risk and better in performance than an investment in the benchmarks. You can decide, what kind of risk-return profil you would like to follow by subscribing to different quant portfolios
Hover over the points to see the Quant Portfolio associated with the risk return profil.
*Data for risk and return are calculated from daily performance data since 2004
Risk Return Matrix*
Corresponding Benchmark:
S&P 100 (R) Index for US 100 Portfolios; NASDAQ 100 (R) Index for US Tech 100 Portfolios
Monthly Return (%)
Select the year you are intersted in and compare the monthly returns of each Quant Portfolio for Managed Accounts
Monthly Return
Summary single managed account results 2022
| Best Performing Quant Managed Account | +11.9 % |
| Lowest Performing Quant Managed Account | -0.4 % |
| Average Return / Quant Managed Account | +4.2 % |
| Average Return / Invested Capital | +2.2 % |
| Percent Accounts with positive Return: | 95 % |
| Percent Accounts with Return > 5% | 36 % |
| Percent Accounts between 0% and 5% Return | 59 % |
Let our Quantmade-associated asset management partners do the wealth management for you
With a Qunat Managed Account, you get access to all Quantmade investment strategies and our associated asset parters do the operative trading and account management for you. This way you need not to care for anything operationally and you can profit from the power of our technology within your own brokerage account
You are an asset manager or financial advisor?
We offer our collaboration to asset & wealth managers and financial advisors. Get in touch with us and lets discuss possible collaborations.
Email us at partners@quantmade.com
Quant Technology Layout and Logic
Buy low - sell higher
Based on our own research and development of more than 1000 quant strategies for equities, forex and futures, we found that active managed single stock portfolio strategies with turnaround swing reversal mechanisms are best to deliver outstanding risk / return results and to manage correlations.
Quant Strategy Principles
CLIMB, RESIST and COLLECT follow the same basic principles
- Strategy Group A) Zero-lag turn-around swing reversal strategies based on probability-based pattern analysis
- Strategy Group B) Hybrid sytems based on swing turn-around / trend-detection systems
Key Characterisic
- Long-only quant strategies (no short)
- Only mega large cap with best liquidity (S&P 100® and NASDAQ 100 ® stocks)
- Single stock and active portfolio management
- Positions are equal weighted with max 20 positions (out of 100)
- Different risk/return profiles per quant system
- Suite of different betas and beta combinations possible
- Coverage of various market phases
The Quantmade Quants are turnaround reversal systems. They identify with high accuracy the swing turn to the upside. (Illustration)
Example: Coca-Cola traded with RESIST 2021 and 2022
Real-Money Managed Account Examples
Example 1: Core Satellite Combination 80 / 20
Quantmade: RESIST / COLLECT 80 / 20 Combination (blue line)
Benchmark: S&P 100® (light green line)
Period: (01.01.2021 - 15.06.2023)
Description:
This client uses a core satellite combination of four different quant portfolios. The core is defensive with a weight of 80% of total capital. This part is managed with a 50 / 50 RESIST US 100 / RESIST US Tech 100 combination.
The rest – 20% of total capital – is managed with a 50/50 combination of COLLECT US 100 and COLLECT US Tech 100.
Example 2: Defensive Managed Account (Blue Line | 20 month period | +18% return)
Quantmade: RESIST US 100 / RESIST US Tech 100 = 50 / 50 (blue line)
Benchmark: S&P 100® (light green line)
Period: 01.01.2022 - 05.09.2023)
Description:
The client requirements are to develop the family wealth in a sustainable way with low drawdowns across all market phases.
To achieve this, the client decided to use a 50 / 50 combination of RESIST US 100 and RESIST US Tech 100.
The result so far is a very stable and solid performance growth curve. Performance is shown after total cost of asset management.
Get in touch with us!
Get in touch with us to discuss what we can do for your wealth creation path
