Investor’s most valued resource for investment insight and success 

ACADIAN

A pioneering, intellectually rigorous investment manager with a results-driven client orientation. For over 30 years ago, Acadian has been a pioneer in applying data and technology to the systematic evaluation of nascent markets around the world, with a history of client-driven innovation.

In an ever-expanding world of data, meaningful conclusions can be difficult to reach. Well documented, recurring behavioral errors drive irrational actions in financial markets–behaviors that are often contrary to investors’ best interests. Structural challenges also limit market efficiency. Together, these factors create mispricing on a global scale. This is where Acadian find it´s advantage.

Acadian applies fundamental insights to find attractive and unique investment opportunities. The decisions are made based on empirical evidence and processes are repeatable and transparent, and risk control is a central focus. Acadian measures success by how effectively it attain their clients desired outcomes. Responsible Investing is embedded in Acadian´s investment approach.

A robust research function is critical to the enhancement of the forecast models and clients’ investment results—through rigorous idea generation and ongoing refinement of existing frameworks. Acadian believes in a diversified and scientific approach to innovation and focuses research efforts around four main categories:

STRATEGY
Exploring alternative investment strategies, perticularly areas of interest differing from, but often related to, our core equity investment model. Examples include Managed Volatility, Long/Short, and Multi-Asset Class strategies.
SIGNAL GENERATION
Identifying characteristics and attributes that seek to predict returns for individual companies, segments, and markets, as well enhancing our existing signals.
SIGNAL CONSUMPTION
Utilizing signals to construct portfolios and ensuring that we capture the optimal blend of exposures after accounting for real-world frictions(risk, costs, and portfolio restraints).
PROCESS
Improving the manner in wich we conduct research, with past examples including the development of an open architecture supported by a robust data infrastructure, uniform programming languages, expanded backtest environment, dynamic tools, and multiple forms of attribution.

China A-Shares

Acadian has over three decades of experience applying systematic investment process in nascent markets. As early entrants in Emerging and Frontier markets, it has been investing in Chinese stocks for over two decades and is now applying this considerable experience to a dedicated China A-shares strategy. Acadian has calibrated the risk and return forecasting frameworks to suit the unique dynamics of this market. This is the next frontier in Acadian´s history of applying systematic investment strategies in emergent capital markets.

 

 

 

 

 

 

 

 

 

 

 

• China’s equity market is one of the world’s largest and most liquid, reflecting the economic and financial strength that China has achieved in recent decades.
• Structural reforms to this market, such as the RQFII and QFII programs, provide access for foreign investors.
• Recognition of these improvements by index providers means that investment capital is likely to continue to flow into China from around the globe as investors will seek allocations to this class of equities to remain aligned with dominant benchmarks.
• Inefficiency in the A-shares market provides significant investment opportunity for active systematic stock pickers; however, the China-A shares market also presents unique risks.

The China A-shares market presents an opportunity to participate in one of the world’s most expansive and liquid equity markets, underpinned by a major economy whose growth continues to outpace most others. Acadian acknowledges that there is continued work for Chinese regulators, index providers, and investors alike as one of the largest yet least accessible components of the market continues to mature.It is encouraging that the availability of company data has largely accompanied the impressive growth of this market over the past two decades and that the commitment to reform exhibited by the Chinese government has allowed for continually improving access among foreign investors.

As this market expands, Acadian believes there is a robust investment opportunity for active systematic stock pickers. The A-shares universe materially broadens an investor’s opportunity set. Further, given the market inefficiency, it´s disciplined and structured approach is particularly well suited to invest in this unique share class of equities.

Acadian China A Shares FIA IE

* Acording to Anbima funds need at least a six months track record to publicly report performance.

More info

Description

Name: Acadian China A-Shares FIA IE

CNPJ: 38.032.334/0001-10

Administrator: BNY Mellon Serviços Financeiros DTVM S.A

Custody: BNY Mellon S.A

NAV: Daily

Total Fee: 0,85% p.a.

Minimum Investment: R$ 5.000,00

Subscriptions: Request D+1

Redemptions: NAV date Request D+1 / Payment date D+4

Investor Type: Qualified Investor under Brazilian Regulation

Links:

> Prospectus
> Anbima Informations
> Key Facts
> Monthly Report

Acadian China A Shares FIC FIA IE

* Acording to Anbima funds need at least a six months track record to publicly report performance.

More info

Description

Name: Acadian China A-Shares FIC FIA IE

CNPJ: 36.318.507/0001-35

Administrator: BNY Mellon Serviços Financeiros DTVM S.A

Custody: BNY Mellon S.A

NAV: Daily

Total Fee: 1,40% p.a.

Minimum Investment: R$ 500,00

Subscriptions: Request D+1

Redemptions: NAV date Request D+1 / Payment date D+4

Investor Type: Qualified Investor under Brazilian Regulation

Links:

> Prospectus
> Anbima Informations
> Key Facts
> Monthly Report