Julex’s competitive edge lies on its robust investment process and a broad range of its investment solutions.
Julex pioneers the Adaptive Investment Approach (AIA), under which investors can adjust their investments to reflect economic regimes, ongoing market trend or market volatility. Some of the investment strategies such as regime-based investing, momentum strategy, trend following or risk parity fall into the framework. This approach has the potential to deliver consistent returns in any market environments, by dynamically positioning in the financial assets perceived to have best return potential under the ongoing market and economic condition.Julex offers investment strategies supported by rigorous back tests with forty years of financial data. Julex has thoroughly tested and developed a robust three-step investment process that helps protect the downside while actively participate in the market rallies. Julex adopts a quantitative, model-driven approach to portfolio management. This disciplined, systematic process help remove human behavioral bias and emotion from investment decisions to enhance long term performance. Julex’s models are based on strong economic and finance theories, and have been extensively tested. Our researchers are striving to create robust models and process that can give us an “edge” over our competitors.
Julex believes that traditional benchmark-centric investment approach and other alternative investment strategies do not provide adequate downside protection to investors’ portfolios, as evidenced during the financial crisis of 2008. To meet investors’ needs, Julex offers a variety of investment solutions such as risk-managed equity, multi-asset income, inflation hedge, absolute returns and “all-in-one” target risk portfolios.Julex utilizes a multi asset approach aiming to lower investment risks and drawdowns. By diversifying among a large set of asset classes such as US equities, international equities, emerging market equities, real estate, commodities, energy limited partnerships, high yield and emerging market bonds, investment grade and Treasury bonds, Julex strives to generate competitive risk-adjusted returns over a full market cycle.
Julex delivers liquid and transparent investment solutions. Through investing in the most liquid ETFs, ETNs and index funds in separately managed accounts, Julex provides daily liquidity and complete transparency in your portfolio.