Thought Starters 5 minutes to read

Generating alpha without lifting a finger

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:
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:

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

Disclaimer

The Saxo Bank Group entities each provide execution-only service and access to Analysis permitting a person to view and/or use content available on or via the website. This content is not intended to and does not change or expand on the execution-only service. Such access and use are at all times subject to (i) The Terms of Use; (ii) Full Disclaimer; (iii) The Risk Warning; (iv) the Rules of Engagement and (v) Notices applying to Saxo News & Research and/or its content in addition (where relevant) to the terms governing the use of hyperlinks on the website of a member of the Saxo Bank Group by which access to Saxo News & Research is gained. Such content is therefore provided as no more than information. In particular no advice is intended to be provided or to be relied on as provided nor endorsed by any Saxo Bank Group entity; nor is it to be construed as solicitation or an incentive provided to subscribe for or sell or purchase any financial instrument. All trading or investments you make must be pursuant to your own unprompted and informed self-directed decision. As such no Saxo Bank Group entity will have or be liable for any losses that you may sustain as a result of any investment decision made in reliance on information which is available on Saxo News & Research or as a result of the use of the Saxo News & Research. Orders given and trades effected are deemed intended to be given or effected for the account of the customer with the Saxo Bank Group entity operating in the jurisdiction in which the customer resides and/or with whom the customer opened and maintains his/her trading account. Saxo News & Research does not contain (and should not be construed as containing) financial, investment, tax or trading advice or advice of any sort offered, recommended or endorsed by Saxo Bank Group and should not be construed as a record of our trading prices, or as an offer, incentive or solicitation for the subscription, sale or purchase in any financial instrument. To the extent that any content is construed as investment research, you must note and accept that the content was not intended to and has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such, would be considered as a marketing communication under relevant laws.

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

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