QI Global Guarded Equity
Capital Efficient. Equity Upside. Limited Drawdowns. AI for your benefit
Investment Strategy
A protected equity strategy that combines long-term equity exposure with dynamic hedging to limit drawdowns while maintaining participation in market upside. Focused on sustainable, risk-adjusted returns through quantitative innovation.
Result
A highly capital efficient way to participate in equity markets with reduced volatility and drawdown.
Highly Capital Efficient Investment
Risk weighted assets less than half of direct equity, and even less RWA in times of stress.
Reduced Risk
Cutting volatility in half and reducing drawdowns. This avoids liquidation pressure in the wrong moment.
Equity Upside
Reducing risk allows to stay invested and compounding returns throughout market cycles.
QI Approach
Based on three pillars to stay invested and avoid losses
Global Equity Exposure
Equal-weighted exposure to EuroStoxx50, Nasdaq-100, and Dow Jones through futures, providing diversified global equity participation.
Equity Guard Protection
Dual hedging system: basic annual put protection at 90% level plus AI-generated quarterly hedging signals for enhanced downside protection.
AI-Enhanced Signals
Proprietary machine learning models analyze market and valuation data, macro data, and alternative indicators to optimize hedging timing and effectiveness.
How the Equity Guard Works
Our systematic approach to risk management operates through a disciplined, quantitative framework.
90% Put Protection
Annual purchase of put options at approximately 90% of current index levels provides foundational downside protection.
Individual Index Hedging
Each underlying index (EuroStoxx50, Nasdaq-100, Dow Jones) is hedged separately to account for regional market differences.
No Upside Sacrifice
Unlike covered call strategies, we maintain full participation in positive market moves.
Signal Generation
Machine learning models analyze market conditions, volatility patterns, and alternative data sources to generate additional hedging signals.
Dynamic Adjustment
Quarterly evaluation determines optimal additional protection levels based on existing coverage and market outlook.
Cost Optimization
AI signals help time hedging purchases to minimize costs while maximizing protection effectiveness.
Key Benefits
The advantages of our systematic approach to equity protection and risk management.
Behavioral Alpha
Helps investors stay invested during volatile periods by reducing emotional decision-making and providing systematic protection.
Crisis Protection
Historical outperformance during major market downturns through systematic hedging and dynamic risk management strategies.
Upside Participation
Maintains correlation with equity markets during positive periods while providing downside protection when needed most.