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Asset Insurance
A tailor-made investment protection solution
Robustness
Investment protection
Equilibrium Intelligence Group has expertise in insuring investment portfolios. We eliminate the negative impact of market factors on the investment portfolio, ensuring minimal portfolio volatility during market stresses*.
We take a comprehensive approach to investment security and reliability. All asset management processes are automated and carried out on clients' accounts, allowing full transparency of decision-making. Any market changes are displayed in the Risk Management Tool**, allowing you to analyse all portfolio performance in real time.
* The drawdown in the moderate-risk EIG portfolio was less than 10% in March 2020 compared with the S&P500's drawdown of 37% due to the insurance component.
** A product developed by EIG for real-time risk control.
Expertise
Insurance & Development
- Identifying inefficiencies in the asset management cycle
- Developing software to monitor information
- Manage the assets in our accounts and client accounts
- Doing insurance for a single portfolio
24/7 access to information
Which assets are present in the portfolio, how they were bought, where they are located, how price risk is controlled, whether the funds are insured, what is in the structured product - you will have access to this information 24/7.
Competence
Providing security
The presence of option hedging strategies in every investment portfolio.
All money is in a liquid, broadly diversified investment portfolio. We only use cash equivalent instruments (short-term government bonds). We work with the largest banks/brokers.
EIG does not invest in a single company/bond/commodity. The portfolio consists of a large number of different issuers with class, geographical and currency diversification.
All decision-making processes are diversified into multi-factor models and automated from data entry to execution, eliminating the risk of mechanical error.
The key components of the portfolio are highly liquid ETFs from major providers (Black rock, Vanguard ETF) and commodity futures on the Chicago Mercantile Exchange CME.
We develop the most optimal legal chain between the investor, the bank/broker and the assets to be acquired. We optimise the composition of the portfolio depending on the investor's tax region.
When entering into an agreement with a broker, we prohibit the use of our clients' securities as collateral for other counterparties.
