Crest Finance Asset Management boasts a rich history of effectively managing indexed and rules-driven strategies across various asset classes. Our flexible investment platform empowers us to craft tailored solutions that align with clients' objectives, alongside providing standard solutions in ETFs, pooled funds, and segregated mandates. Our approach involves employing physical and synthetic replication, as well as sampling methodologies, to replicate benchmarks. This spans from mainstream regional and global indices to highly customized solutions. All of these efforts are bolstered by cutting-edge proprietary technology, ensuring that our strategies are not only aligned with client goals but also backed by innovative and reliable technological infrastructure
Wide product shelf and customizable solutions
We provide a comprehensive array of index strategies across various asset classes, spanning from traditional to alternative investments. However, our specialization lies in delivering customized solutions, which constitute more than 50% of our invested assets.
Delivering first-class index solutions
This tailored approach allows us to meet the unique needs and preferences of our clients, ensuring that their investment strategies align precisely with their objectives.
Expertise in alternative beta
Over the past decade, we have cultivated our proprietary alternative beta analytical framework in-house. This framework empowers us to conduct thorough research, analysis, blending, and implementation of alternative beta portfolios for our clients.
Tech-driven portfolio construction
Leveraging our scalable and proprietary systems, we design portfolios that seamlessly incorporate clients' objectives, carefully balance risk budgets and trading costs, and can fully integrate Environmental, Social, and Governance (ESG) factors. This holistic approach ensures that our portfolios are not only aligned with financial goals but also take into account sustainability considerations, providing a comprehensive investment solution.
Innovative approaches to product
Drawing on extensive research in the rules-based space, we deliver innovative solutions to clients. Our offerings include intelligent indexing, alternative beta strategies, and our award-winning DNX Climate Aware strategy. This commitment to innovation ensures that our clients have access to cutting-edge and forward-looking investment opportunities.
Long-standing expertise in sustainable investing
With more than 10 years’ experience managing sustainable portfolios, we are also one of the largest providers of sustainable ETFs in the world.
Deep global resources, cost effective solutions
Maintaining a global presence in all major trading hubs, we have fostered strong relationships with both traditional and non-traditional index providers. This strategic positioning allows us to navigate and collaborate effectively within the diverse landscape of global financial markets.
Optimally sized for flexibility
We believe that our size brings economies of scale and allows us to be nimble when trading our clients’ portfolios.
Benefits of the broader DNX
We benefit from the global DNX infrastructure and are backed by the reassurance and capital strength of the broader DNX