GLOBAL CHALLENGES

Despite a well-known tactic to diversify investments in order to achieve higher safety and better wealth protection the result for most investors is still more risk than the level of upside performance they are receiving in return. The need for the control over risk has never been greater, yet available offerings in the market provide limited choices that behave similarly when market environment becomes tough. Consequently, even diversified portfolios tend to leave the investors exposed the dangers of the fluctuations in market environment.

Another challenge that investors need to face around the world is the long wait for the recovery of the value of the investment once their portfolios have suffered a decline in performance. Market drops can happen suddenly but it can take much longer before positive movement creates enough additional upside to overcome the incurred losses. This disturbs many investment plans and pushes participants out of the market before the appropriate time for the market exit arrives.

CUSTOM ASSET MANAGEMENT ANSWERS

The control over risk also means control over the investment duration. In order for this to work, the investment policy sometimes needs to make frequent adjustments depending on market circumstances, or even better, include several layers of invested capital with the purpose of having liquid funds available all the time regardless of the length of market cycles. Controlling this process used to be costly, time consuming and impractical since it needs to adapt to every unique requirement of each individual investor.

The new AI driven fintech technology made this possible by enabling precise custom tailoring of portfolios that can target any duration and maintain balance between the short term and the long term need for liquidity, a process which it executes automatically. This customized risk control is therefore the new big trend in investments.  Part of the technology advancements are also portfolio techniques that allow targeting of better than 1:1 Risk & Reward ratio, where for every unit of downside risk the investor gets a larger upside benefit.

PRODUCTS

Custom products

GDP – Global Diversified Portfolio

Global Diversified Portfolio is a customizable product, which follows the approach of diversifying assets into investments with different risk profiles and durations to combine them in one package. Available options allow for an adjustable allocation of capital between the ultra low risk, balanced risk and higher risk opportunistic part simultaneously. The main purpose of the product is to stay safe with the majority of the capital invested in most liquid instruments and in a market outcome independent way, while not missing any of the opportunities for generating a return.

Finding the exact mix of low, medium and higher risk investments is based on the knowledge of the duration of the investment plan provided to the Alpine company by the client. As a product, the GDP is an end-to-end solution capable of combining different markets and asset classes, while keeping the necessary simple and unified overview over the aggregate activity. Due to adjustable risk and duration levels the investor can use the GDP to target levels of returns that satisfy his or her specific need, while obtaining the consultation service from the Alpine company and its experts.

Ideal time horizon

Ideal time horizon

3 – 36 months

Liquidity

Liquidity

Diversified short, mid and long-term reserve

Return probability

Return probability

Configurable

Target range

Target range

> 5-10% p.a.

SET UP A MEETING OR A PHONE CALL!

PRODUCTS

Custom products

GDP – Global Diversified Portfolio

Global Diversified Portfolio is a customizable product, which follows the approach of diversifying assets into investments with different risk profiles and durations to combine them in one package. Available options allow for an adjustable allocation of capital between the ultra low risk, balanced risk and higher risk opportunistic part simultaneously. The main purpose of the product is to stay safe with the majority of the capital invested in most liquid instruments and in a market outcome independent way, while not missing any of the opportunities for generating a return.

Finding the exact mix of low, medium and higher risk investments is based on the knowledge of the duration of the investment plan provided to the Alpine company by the client. As a product, the GDP is an end-to-end solution capable of combining traditional and digital markets, while keeping the necessary simple and unified overview over the aggregate activity. Due to adjustable risk and duration levels the investor can use the GDP to target levels of returns that satisfy his or her specific need, while obtaining the consultation service from the Alpine company and its experts.

Ideal time horizon

Ideal time horizon

3 – 36 months

Liquidity

Liquidity

Diversified short, mid and long-term reserve

Return probability

Return probability

Configurable

Target range

Target range

> 5-10% p.a.

SET UP A MEETING OR A PHONE CALL!

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