Wealth Managers
Innovative Global Solutions
Wealth managers face immense pressure to differentiate their offerings while meeting the evolving demands of sophisticated clients. SCGX Capital empowers wealth managers to stay ahead by providing innovative global strategies that capture changing market dynamics. We utilize deep insights from our global client base to identify opportunities across developed and emerging markets. Our solutions range from high-conviction thematic portfolios to risk-optimized core holdings, ensuring robust portfolios that align with wealth managers’ unique financial goals and sustainability mandates.
Quantamental Investing: The Best of Both Worlds
We believe superior returns are generated by combining the breadth of quantitative data with the depth of fundamental analysis. Our “Quantamental” approach utilizes proprietary models to screen thousands of global opportunities for factors like valuation, momentum, and quality. However, human insight remains paramount; our experienced investment team validates every signal to ensure conviction. This hybrid methodology allows wealth managers to offer clients a sophisticated investment strategy that captures sustainable alpha while managing downside risk through rigorous, data-driven portfolio construction.
Investing for Climate Transition
Modern wealth management requires looking beyond the traditional two dimensions of risk and return. SCGX Capital introduces a third dimension: sustainability impact. Our “3D investing” framework integrates forward-looking climate analytics into portfolio construction, ensuring investments align with the transition to a net-zero economy without sacrificing financial performance. By utilizing tools like our proprietary climate traffic light, we identify transition leaders rather than just excluding laggards. This empowers wealth managers to offer bespoke solutions that help clients decarbonize their wealth while capturing green economy growth.
Capturing Structural Growth
Younger generations of wealth accumulators are increasingly driven by structural megatrends rather than geographic allocation. SCGX Capital offers thematic solutions that capture transformative shifts such as digitization, healthcare innovation, and the energy transition. We move beyond hype to identify companies with tangible earnings growth and defensible moats. For wealth managers, this provides a compelling narrative to engage next-generation clients, offering them exposure to specific drivers of the future economy while maintaining a disciplined focus on valuation and financial sustainability.
Risk-Optimized Solutions for Core Portfolios
While some wealth managers seek high-octane growth, many prioritize capital preservation and steady compounding. Our conservative global strategies serve as the bedrock of portfolios. We utilize low-volatility quantitative techniques to construct portfolios that participate in market upswings while offering significant protection during downturns. This “winning by not losing” approach smooths the investment journey by reducing behavioral risks, while enabling wealth managers to maintain long-term exposure for inflation protection.
Unlocking High-Growth Potential
True global diversification requires exposure to the faster-growing economies of the developing world. Current and emerging markets offer attractive valuations, presenting a strategic entry point for long-term growth. SCGX Capital’s specialized EM investment team employs rigorous governance screens to navigate these complex markets safely. We help wealth managers access the consumer growth and technological leapfrogging occurring globally. By blending top-down country allocation with bottom-up stock selection, we capture the high-beta upside of EM while actively managing currency and political risks.
Partnering for Customization and Co-Creation
We understand that off-the-shelf products do not always fit the specific needs of wealth managers. That is why SCGX Capital operates as a true partner to wealth managers, offering co-created solutions tailored to specific constraints and objectives. Whether wealth managers need a specific exclusion list, a target carbon footprint, or a specialized regional focus, our investment team collaborates with wealth managers to engineer the optimal vehicle. “You talk, we listen” is our mantra, ensuring the solution seamlessly integrates with the service.