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)
To review the search and apply, asset managers need to register here on globalfundsearch.com
