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    Cedrus Global Asset Allocation Portfolio  
Cedrus Global Asset Allocation Portfolio
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History
During the recent global financial crisis, investors around the globe experienced significant losses in their investment portfolios, exposing the risks of traditional investment funds.  In response, Cedrus has developed a timely and strategic proprietary investment product, the Cedrus Global Asset Allocation Portfolio (“CGAAP”).  CGAAP is a unique investment product structured to achieve consistent long-term growth, with resilience to adverse economic environments and market conditions, through the utilization of stringent risk management techniques.

Profile
An effective asset allocation strategy is critical to achieving long-term consistent growth of an investment portfolio especially in times of uncertainty.  Research has consistently shown that the primary driver in investment success is the appropriate asset allocation, not stock selection or market timing.

Within the three models – Aggressive, Balanced and Conservative – designed to fit different investment objectives and risk profiles of investment portfolios, Cedrus develops optimal asset allocation portfolios comprised of a broad range of asset classes around the world.

The primary investment vehicle utilized by CGAAP is the Exchange-Traded Fund (“ETF”).  ETFs have become increasingly popular investment instruments trading on stock exchanges, much like stocks.  An ETF holds assets such as stocks, commodities, or bonds and trades at approximately the same price as the net asset value of its underlying assets over the course of a trading day.  Whereas mutual funds are priced at the end of a trading day, ETFs are priced in real time.  Most ETFs track an index, such as the S&P 500 or MSCI EAFE, while others may track other asset classes and with positive or inverse correlation.  By using inverse ETFs, it is possible to hedge long positions in investment portfolios.  ETFs are also attractive investments because of their low cost structure, liquidity and tax efficiency.

Value Proposition
Typical investment funds in the marketplace, particularly those within large institutions, operate under significant rules and constraints (sometimes counter intuitive) that could potentially prevent well-intended portfolio managers from doing what is right for clients to generate above-market returns.  Even since the latest financial crisis started in 2008, virtually nothing has changed, leaving knowledgeable investors with limited alternatives and passive investors unaware that this conundrum exists and how they are at risk.

Cedrus Global Asset Allocation Portfolio (CGAAP)

In managing the CGAAPs, our portfolio managers have the flexibility to achieve the best possible performance within each of the three types of portfolios (Aggressive, Balanced, and Conservative) by utilizing the following approaches:
  • Global and sector diversification, no style or focus constraints
  • Recommendations based on independent, proprietary research and technology
  • No cash holding constraints
  • Comprehensive risk management systems
  • Customized allocation models for more specific risk/reward optimization
For more information, please contact: information@cedrusinvestments.com

 
 
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