UniQ

A start to a personal investment journey

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Strategy's purpose
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Main features
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Investment process
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Results
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Strategy’s purpose

Unique customisable portfolios dynamically managed to meet investor’s goals over time.
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Main features

investor-driven

100% personalized portfolios completely adapted to the client’s investment goals. Investors are able to adapt, reroute or totally change course at the mere touch of a button.

ai-powered

Quantitative, AI-powered strategy that avoids human emotions and errors. “The Machine” is there every step of the way, optimizing each investment decision made. UniQ combines active and passive management to offer clients the best of both worlds.

fair pricing

All included in a flat fee. No hidden commissions. Change your portfolio as many times as you want with no extra cost.

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Investment process

01

UNIVERSE SELECTION

A rich but dirty asset universe is filtered, ordered and then ranked by our independent ranking system, leaving us with only high-quality investment opportunities.

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LONG-TERM STRATEGY DEFINITION

This state-of-the-art methodology learns the patterns that drive financial time series, analysing the historical behaviour of assets during different scenarios. The result is a strategic and diversified portfolio, prepared for the long run.

03

SHORT-TERM TRENDS ADJUSTMENT

Short-term trends are studied to react rapidly to what’s going on in the markets today, moving to safer assets in times of market volatility and to riskier assets when it’s calm. This way you ensure you get you to your destination via the smoothest journey possible.

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REINFORCEMENT LEARNING

Our Artificial Intelligence, “The machine”, drives a continuous improvement cycle. It processes new data daily, so it learns from today to be better, faster and stronger tomorrow.

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Results

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Infinite portfolios.

One investor, one portfolio