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Swiss Wealth Manager Opens RFP for CTA Investment

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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)

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

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Eugeniu Guzun
Eugeniu Guzun
Eugeniu Guzun serves as a data analyst responsible for maintaining and gatekeeping the Nordic Hedge Index, and as a journalist covering the Nordic hedge fund industry for HedgeNordic. Eugeniu completed his Master’s degree at the Stockholm School of Economics in 2018. Write to Eugeniu Guzun at eugene@hedgenordic.com

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Request for Proposal

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