A scientific approach in portfolio management
Equilibrium Intelligence Group's expertise is in wealth management, modelling, portfolio analytics, packaging investment portfolios into off-the-shelf products, insurance, and creating a full asset management ecosystem.
Facts about the moderate risk portfolio
CAPITAL ALLOCATION MODELS
AVERAGE ANNUAL RETURN
ANNUAL AVERAGE SHARP RATIO
Outperforming benchmarks in each market conditions
Comparison of EIG Balanced USD portfolio with the relevant* benchmark Bridgewater All Weather Portfolio (Ray Dalio)
The superiority over the benchmark over 14 years is 102.55%
with a Sharpe ratio of 1.51 versus 1.01 respectively.
* The components of these portfolios are identical.