Investing
Trading
Pricing
About
Help
For institutions
Log in Open account
International
CFDs and forex (FX) are complex instruments and come with a high risk of losing money rapidly due to leverage. 68% of retail investor accounts lose money when trading CFDs with this provider. 
Show more
CFDs and forex (FX) are complex instruments and come with a high risk of losing money rapidly due to leverage. 68% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs, FX, or any of our other products work and whether you can afford to take the high risk of losing your money.
Show less
SaxoSelect mangaged portfolio

Generating alpha without lifting a finger

Thought Starters 5 minutes to read
Saxo Be Invested

Saxo Bank

Summary:  Saxo's digital wealth management service, SaxoSelect, offers a wide range of fully managed alpha-generating portfolios. Without lifting a finger, investors holding positions in the Nasdaq Global Momentum and Brown Advisory Ethical Selection managed stock portfolios generated a net return of 8.8% and 5.6% respectively in Q2.

Read more about SaxoSelect here

Nasdaq Global Momentum 

Nasdaq Global Momentum consists of 30 to 40 non-US stocks in developing and emerging markets. The stock-picking process is based on the relative strength methodology, where stocks outperforming the determined markets are identified. This is also known as momentum investing. Given the market flexibility of the investment strategy, picking securities wherever opportunities are the best lays the foundation for strong portfolio performance.  

Nasdaq Global Momentum generated a net return of 8.8% in Q2, which is 5.6 percentage points above the portfolio´s benchmark MSCI All Country World ex US Index.

Portfolio performance since inception in 2006:
Performance Nasdaq portfolio
Source: Saxo Bank
Brown Advisory Ethical Selection  

Brown Advisory Ethical Selection is a portfolio of 30 to 40 US stocks carefully chosen for their strong investment potential and ethical merits. The core of the stock-picking strategy is based on deep fundamental analysis, with integrated ESG analysis. More specifically, the universe of fundamentally identified companies is screened to ensure that companies which don’t pass the strategy´s environmental, social and governance thresholds are excluded. For instance, companies with more than 5% of their revenue derived from alcohol or tobacco products will not be included.  

Brown Advisory Ethical Selection was up by 5.6% in the second quarter. The result compared favorably to the benchmark Russel 3000’s return of 4.1%, as well as to the S&P 500´s return of 4.3% in the same period.

Portfolio performance since inception in March 2019:
Performance Brown portfolio
Source: Saxo Bank
Let a digital wealth manager take care of your investments   

The obvious benefit with putting your investments on autopilot is the convenience factor. You simply choose your preferred portfolio and let the experts take care of the rest.  

Investing in Saxo´s managed portfolios not only guarantee you a convenient holding period but also top-quality investment management. Our stock-picking process is based on rigorous research and time-tested investment principles from leading experts, which, combined with our industry-leading technology, gives you a unique investment opportunity.   

Our technology enables you to invest in managed portfolios at a fraction of the cost charged by traditional wealth managers – all with only one click. And once you’ve invested, you can easily monitor your holdings and close your positions at any time without additional costs.  

Open a live account to invest in SaxoSelect
Open account now

Quarterly Outlook

01 /

  • Upending the global order at blinding speed

    Quarterly Outlook

    Upending the global order at blinding speed

    John J. Hardy

    Global Head of Macro Strategy

    We are witnessing a once-in-a-lifetime shredding of the global order. As the new order takes shape, ...
    Read full article
  • Equity outlook: The high cost of global fragmentation for US portfolios

    Quarterly Outlook

    Equity outlook: The high cost of global fragmentation for US portfolios

    Charu Chanana

    Chief Investment Strategist

    Read full article
  • Asset allocation outlook: From Magnificent 7 to Magnificent 2,645—diversification matters, now more than ever

    Quarterly Outlook

    Asset allocation outlook: From Magnificent 7 to Magnificent 2,645—diversification matters, now more than ever

    Jacob Falkencrone

    Global Head of Investment Strategy

    Read full article
  • Commodity Outlook: Commodities rally despite global uncertainty

    Quarterly Outlook

    Commodity Outlook: Commodities rally despite global uncertainty

    Ole Hansen

    Head of Commodity Strategy

    Read full article
  • Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?

    Quarterly Outlook

    Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?

    John J. Hardy

    Global Head of Macro Strategy

    Read full article
  • Equity Outlook: The ride just got rougher

    Quarterly Outlook

    Equity Outlook: The ride just got rougher

    Charu Chanana

    Chief Investment Strategist

    Read full article
  • China Outlook: The choice between retaliation or de-escalation

    Quarterly Outlook

    China Outlook: The choice between retaliation or de-escalation

    Charu Chanana

    Chief Investment Strategist

    Read full article
  • Commodity Outlook: A bumpy road ahead calls for diversification

    Quarterly Outlook

    Commodity Outlook: A bumpy road ahead calls for diversification

    Ole Hansen

    Head of Commodity Strategy

    Read full article
  • FX outlook: Tariffs drive USD strength, until...?

    Quarterly Outlook

    FX outlook: Tariffs drive USD strength, until...?

    John J. Hardy

    Global Head of Macro Strategy

    Read full article
  • Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges

    Quarterly Outlook

    Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges

    Althea Spinozzi

    Head of Fixed Income Strategy

    Read full article

Content disclaimer

None of the information provided on this website constitutes an offer, solicitation, or endorsement to buy or sell any financial instrument, nor is it financial, investment, or trading advice. Saxo Bank A/S and its entities within the Saxo Bank Group provide execution-only services, with all trades and investments based on self-directed decisions. Analysis, research, and educational content is for informational purposes only and should not be considered advice nor a recommendation.

Saxo’s content may reflect the personal views of the author, which are subject to change without notice. Mentions of specific financial products are for illustrative purposes only and may serve to clarify financial literacy topics. Content classified as investment research is marketing material and does not meet legal requirements for independent research.

Before making any investment decisions, you should assess your own financial situation, needs, and objectives, and consider seeking independent professional advice. Saxo does not guarantee the accuracy or completeness of any information provided and assumes no liability for any errors, omissions, losses, or damages resulting from the use of this information.

Please refer to our full disclaimer and notification on non-independent investment research for more details.

Saxo Bank A/S (Headquarters)
Philip Heymans Alle 15
2900 Hellerup
Denmark

Contact Saxo

Select region

International
International
Pricing
Account types
About Saxo
Legal

All trading and investing comes with risk, including but not limited to the potential to lose your entire invested amount.

Information on our international website (as selected from the globe drop-down) can be accessed worldwide and relates to Saxo Bank A/S as the parent company of the Saxo Bank Group. Any mention of the Saxo Bank Group refers to the overall organisation, including subsidiaries and branches under Saxo Bank A/S. Client agreements are made with the relevant Saxo entity based on your country of residence and are governed by the applicable laws of that entity's jurisdiction.

Apple and the Apple logo are trademarks of Apple Inc., registered in the US and other countries. App Store is a service mark of Apple Inc. Google Play and the Google Play logo are trademarks of Google LLC.