ECPI

A SMART BETA INDEX FUND

 

CLIENT
An important banking institution was looking for an innovative equity investment solution for part of its treasure.

CHALLENGE
Create a cost-efficient and with long-term alpha generation potential investment strategy.
 

ECPI SOLUTION
ECPI wrapped into a strategy index a selection of its thematic indices in order to give the client exposure to persistent, secular changes in social and economic factors that impact humanity today and will have strong effects on the economy over the coming decades: the Megatrends. The new strategy index also benefits of a sustainability overlay to reduce tail risks.

IMPACT
ECPI Global Megatrend Equity Index became underlying of a dedicated UCITS IV index fund, sponsored by ECPI and managed by Alceda-Northern Trust, combining smart beta and intelligent index replication with a multi asset-class approach. In essence ECPI Global MegaTrend Fund is a research-driven investment solution, with strong execution focus and integrated sustainability and portfolio risk management techniques.

A RISK-CONTROLLED INDEX STRATEGY

CLIENT
An important international insurance company was looking for an equity investment solution with a risk-control mechanism, to complete its offer to private clients.

CHALLENGE
Create an investment strategy which benefits of pure equity exposure with long-term growth potential but, at the same time, keeps under control volatility levels and downside risk

ECPI SOLUTION
ECPI developed a strategy index that periodically selects, through a momentum algorithm, the best-performing ECPI thematic indices (link to Thematic Index page) in order to seize the best opportunities on the market while it allocates part of the portfolio in monetary tools to reduce risk during high volatility phases of the market.

IMPACT
ECPI product became underlying of a unit-linked insurance product and, since its inception (1 October 2012) gained over 5% (data as of 28 March 2013).

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