QIS – Quantitative Investmentstrategien
Quantitative Investment Strategies (QIS) provide institutional investors with a systematic, rule-based approach to portfolio management. They can be used to complement existing strategic asset allocation and broaden the range of investment opportunities available to investors.
By identifying and harnessing market patterns, risk factors and return drivers, these strategies provide investors with efficient access to alternative risk and factor premia. As a distinct portfolio building block, they can enhance portfolio diversification and offer sources of return beyond traditional asset classes such as equities and fixed income.
QIS – Managing Key Considerations
When selecting QIS solutions, investors should seek to partner with established QIS providers that offer robust governance frameworks and the operational infrastructure necessary to implement modern quantitative investment strategies efficiently.
As quantitative investment strategies are often based on historical data and model-driven assumptions, investors should carefully assess, or commission an assessment of, the conceptual robustness of the selected strategy. Particular attention should be paid to its sources of return, risk characteristics and potential role within the broader portfolio.
QIS – Implementing Mandates
Drawing on decades of experience in implementing investment strategies, Universal Investment collaborates closely with leading investment banks to provide a broad range of solutions and structuring options.
We support clients throughout the entire QIS lifecycle, from the initial evaluation and strategy design through to implementation and ongoing management, helping them successfully implement their quantitative investment strategies. strategy.
UCITS Hedge Awards 2026
the hedge fund journal awarded the Systematic Dispersion Fund of Citigroup Global Markets Europe two UCITS Hedge Awards 2026 in the Volatility Dispersion category:
Best Performing Fund in 2025
Best Performing Fund over 2 Years
Structuring and implementing a dispersion strategy as a regulated and investable QIS vehicle was an exciting challenge. We are delighted to share this recognition with the team at Citigroup Global Markets Europe. The award highlights the quality of our work and the strength of our partnership.
Contact
Dirk Grosshans
Head of Business Development DACH