Stockholm (HedgeNordic) – A Swiss wealth manager is currently searching for a CTA manager running a cross-asset class strategy with a systematic approach. The initial allocation ranges from $5 to $10 million, with the allocation expected to grow significantly over time. The deadline for the request for proposal is April 25, 2024.

Search Criteria

• Investment approach: Cross-asset class strategy with a systematic approach.    
• Objective: Double-digit returns, e.g. 12-15% p.a.
• Style: Systematic trend-follower
• Instruments allowed: All instruments, e.g. equity, credit, interest rates, currency, commodities, energy, etc.
• Leverage: Allowed

Minimum requirements

• Minimum fund AUM: $50 Million
• Minimum track record: 3 years (Soft) of live track (Strategy level)

Investment vehicle

• UCITS fund (or similar) with appropriate liquidity (preference for weekly).

Process outline

• Shortlisting during Q2, 2024
• Implementation Q3, 2024

Performance data

• USD, EUR, CHF, Net of fees
• If you submit e.g. a composite, please also provide the returns of the fund itself (see Q2)

Deadline
April 25, 2024 (Cut-off: Midnight CET, Expiry date inclusive)

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