Sycamore Investment Services, aShanghai based investment advisory firm specialized in international hedge funds and global asset allocation, announces the official launch of CBAAS (Cross Border Asset Allocation System), a new global asset allocation system.
Designed specifically to meet the needs of institutional and high net worth investors, CBAAS is a dynamic asset allocation system consisting of comprehensive scoring systems for alternative assets and analytical models covering key areas of performance attribution, market risk, liquidity risk, operations risk, etc. Built on both quantitative and qualitative factors rooted in extensive research and industry experiences, CBASS offers a range of advanced portfolio analytics and optimization capabilities.
CBAAS consists of three integrated modules: an Alternative Asset Scoring Module, a Customized Portfolio Construction and Management Module, and a Portfolio Analysis Module:
The Alternative Asset Scoring Module is a quantitative hedge fund rating system derived from our award-winning academic research combined with statistical analyses.
The Customized Portfolio Construction and Management Module consists of asset allocation, portfolio construction and optimization, post-investment monitoring and rebalancing.
The Portfolio Analysis Module identifies managers' investment capability (Alpha) by separating Alpha from risk exposures that are evaluated through rigorous statistical analysis. This module helps investors understand the factors contributing to past fund performance.
Jeff Li, CEO of Sycamore, said: "CBAAS plays an essential part of Sycamore's cross border asset allocation advisory services. Our goal is to assist investors in selecting appropriate investment assets according to their risk preferences, achieving their investment goals with cutting-edge financial expertise and a high-tech system".
Sycamore's asset allocation advisory service reflects a trend of increasing demand from investors seeking professional advice to make optimal investment decisions globally. The need to diversify investment risks has become increasingly important in the volatile global financial markets. "Chinese investors have growing demands for alternative assets both within the country and in overseas markets," Sycamore's CEO said in a telephone interview with Bloomberg back in January 2016.
Dr. Bing Liang, Co-Founder, added: "Our system is based on over 20 years of academic hedge fund research and a deep understanding of the industry through first hand experience. By understanding complex nuances of alternative investments and how they differ from traditional investment vehicles, we have built a sophisticated and comprehensive platform to help our investors make sensible investment decisions."