Quant Managed Accounts

Let artificial intelligence manage your equity portfolios

Quant Managed Accounts - Asset managers & algorithms manage your portfolio together

A Quant Managed Account is more individual and dynamic than a robo-advisor. Your custody account is managed by an asset manager based on the specifications of the Quant Portfolios. With a managed account, the custody account is yours and you have access to it at all times. You give an asset manager the sole authority to operationally implement the purchases and sales administratively based on the calculations of the Quant systems.

We work with various asset managers where you can create a Quant managed account. As a rule, this is done quickly within a few days. This is then your custody account, which you can always access yourself. The asset manager then sets the Quant Portfolios that you have booked with Traderama. So you no longer have to worry about anything.

Which Quant Portfolios are to be implemented, you discuss with us. We are personally available to you for all aspects of our systems.

You can use one or more Quant Portfolios to manage your portfolio. Currently we offer 6 different operational systems ranging from offensive to defensive. When investing, we focus on US equities as they have the greatest liquidity in the market.

You are interested in a Quant Managed Account and want more details. Please contact us and we will talk to you about it. → Contact

For whom do managed accounts make sense?

A "managed custody account" makes sense especially if:

  • you want to use several Quant systems
  • wish to invest more than 100,000 euros in capital
  • do not have the time (and the inclination) to enter the trading signals in the securities account themselves

Who are our customers for managed accounts?

  • Single Family Offices
  • Multi Family Offices
  • Wealthy private clients

CLIMB

Alignment: "Offensive

This system invests over the longer term in shares from various equity portfolios. Depending on Portfolio, different numbers of shares are added to the portfolio in stages. The system is characterized primarily by its yield strength.

CLIMB is offered in the following Quant Portfolios:

CLIMB US Tech 100
CLIMB US 100

CLIMB SYSTEM

COLLECT

Alignment: "Balanced

This system trades stocks long-only with a holding period of 10-15 days on average. It actively manages the stock portfolio and thus avoids drawdowns. The system is characterized by its calm and steady profit function.

COLLECT can be used in the following Quant Portfolio variants:

COLLECT US Tech 100
COLLECT US 100

collect system

RESIST

Alignment: "Defensive

Volatile markets need a robust system. That is the RESIST system. It is a stock picking system that has performed well even in choppy markets. The system is often used as an admixture.

RESIST can be booked with two US equity portfolios:

RESIST US 100
RESIST US Tech 100

resist system

CLIMB System

Alignment: "Offensive

This system invests over the longer term in shares from various equity portfolios. Depending on Portfolio, different numbers of shares are added to the portfolio in stages. The system is characterized primarily by its yield strength.

CLIMB is offered in the following Quant Portfolios:

CLIMB US Tech 100
CLIMB US 100

CLIMB SYSTEM

COLLECT System

Alignment: "Balanced

This system trades stocks long-only with a holding period of 10-15 days on average. It actively manages the stock portfolio and thus avoids drawdowns. The system is characterized by its calm and steady profit function.

COLLECT can be used in the following Quant Portfolio variants:

COLLECT US Tech 100
COLLECT US 100

collect system

RESIST

Alignment: "Defensive

Volatile markets need a robust system. That is the RESIST system. It is a stock picking system that has performed well even in choppy markets. The system is often used as an admixture.

RESIST can be booked with two US equity portfolios:

RESIST US 100
RESIST US Tech 100

resist system

Key performance indicators of the Quant Portfolios (Explanations)

Traderama Quant Portfolios not only have excellent risk-adjusted performance metrics such as Sharpe, Sortiono or MAR Ratio, but also show a significant outperformance of the metrics compared to an ETF on the S&P 100 or ETF on the NASDAQ (R) 100.

Details and single performance analysis of the Quant Portfolios for managed accounts can be found here


Key performance indicators of the Quant Portfolios (Explanations)

Traderama Quant Portfolios not only have excellent risk-adjusted performance metrics such as Sharpe, Sortiono or MAR Ratio, but also show a significant outperformance of the metrics compared to an ETF on the S&P 100 or ETF on the NASDAQ (R) 100.

Details and single performance analysis of the Quant Portfolios for managed accounts can be found here


"With Quant Managed Accounts you have access to all of Traderama's managed account systems. You can combine and change them as you like. Let's talk about the possibilities"

- Dr. Michael Geke, CEO Traderama GmbH

Managed Account Request

You are interested in having the Quant systems traded in a custody account. Please contact us! We will then get in touch with you and discuss your wishes without obligation.

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