IDDI offers the opportunity of participating in equity markets while improving the risk-adjusted return. It adapts dynamically to different market conditions and seeks drawdown and volatility reduction.
It is an objective and explainable methodology, easy to implement. IDDI also optimises costs by avoiding unnecessary transactions.
Its streamlined algorithmic processes keep a low turnover while monitoring corporate events and portfolio evolution. The latest scientific techniques leave no room for human error.
Focusing on high-quality historical series.
The risk parameters are dynamically calculated and then the electable universe is ranked (learning regression algorithm).
A clustering Algorithm groups the assets by historical similarity to reject the anomalous assets.
Several algorithms and control tools continuously monitor the portfolio: Rotation Management, Equity rebalance, Weight management, corporate events calendar, family constraints.
The strategy provides high flexibility and lets you choose between regions or global; thematics (sharia, sustainability; Fidelis Ethic Portfolios) and Global brands.
Risk reduction allows the strategy to beat the reference index in the long run.
Drawdown reduced at market plunges.
Stable risk control over entire period.
28%
AVERAGE VOLATILITY REDUCTION
Stable risk control over entire period.
18.9%
MAXIMUM DRAWDOWN REDUCTION