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Product Development- Investment Products and Managed Accounts

 

The Asset Management Division also assists in-house investment managers in structuring customized investment products and solutions either in generic or fund of funds (FoF) version. It also offers off-the-shelf investment products. Currently, we are developing the following investment products for various in-house investment managers. Some of these products are also offered for subscription:-

  • Global Freedom Equity ETF (GFEE)- The tactical asset allocation for the Global Freedom Equity ETF (GFEE) is based on our investment strategy theme  of 'Economic and Social Freedom'.  Using Nobel Laureates Fisher  Black and Robert Litterman's global asset allocation model, the tactical asset allocation is done every year with the help of a forward looking index computed from various economic and social freedom indicators.  Our asset allocation method is proven and provides superior returns against minimum risks. It has been back-tested over the last 10 years and the methodology and results can be viewed here:- Global Equity Allocation with Index of Economic and Social Freedom 2006. This is a FoF and investments are  primarily made in  MSCI iShares, except for the countries in which iShares are not available we invest directly  through local institutions. This FoF's allocations are tilted towards countries which are in the process of making significant progress on economic and social reform front. The minimum investment requirement of this FoF is US$ 1 million. Kindly write to us for the application form, information memorandum and other details, if you are interested in this product.  

  • Global Fixed Income Freedom Play (GFFP)- The tactical asset allocation for the Global Fixed Income Freedom Play  (GFIFP) fund invests in high-grade sovereign and corporate fixed income securities. Our Global Investment and Asset Allocation  Strategy Group works  on the  theme that sustainability of economic growth comes with removal of bottlenecks that blur currency exchange rate and  cost of capital  of a country. These are associated with a country's financial sector reform programs as well as its monetary policy in fostering equality in growth.  This theme is applied across both sovereign and corporate securities for our internal screening. The fund also takes advantage of interest rate and valuation anomalies across different markets. It  takes active bets on duration play and currency hedging.  The minimum investment requirement of this Fund is US$ 5 million. Kindly write to us for the application form, information memorandum and other details, if you are interested in this product.  

  • India Transformation Advantage Fund (ITAF)-  The ITAF focuses on direct private equity investment opportunities arising out of India's competitive advantages over other countries, primarily in sectors such as pharmaceutical, information technology and auto-ancillary, etc.  The ITAF fund management team will typically look for  mezzanine and second-rung  financing opportunities, both in the unlisted and listed (PIPE) markets.  The target  market is local Indian companies with a global growth agenda. The target size of the Fund is US$ 200-300 million and investments can be made in US$ 1million and in multiples thereof. The target life of the Fund is 5-7 years with a targeted IRR of 35 per cent or above.  Kindly write to us for the application form, information memorandum and other details, if you are interested in this product.  

  • India Realty Play Fund (IRPF)-  The IRPF focuses on private equity investment opportunities arising out of recent liberalization and boom in the Indian real estate market. The Fund will typically look for investments and both residential and commercial real estate development opportunities  in the second-tier cities and peripheries of major cities. The typical investment size is between US$ 10 million to US$ 25 million and the Fund targets to mobilize around US$ 400-500 million. The life of the Fund is 10-12 years with an IRR of 85 per cent and above. Kindly write to us for the application form, information memorandum and other details, if you are interested in this product.  

  • Indian Mighty Consumer Play (IMCP)-The IMCP focuses on private equity investment opportunities arising out of the unprecedented consumer boom in India, particularly in the lifestyle segment. The IMCP fund management team will typically look for  mezzanine and second-tier  financing opportunities, both in the unlisted and listed (PIPE) markets including investment in foreign companies who are looking into India seriously.  The target size of the Fund is US$ 200-300 million and investments can be made in US$ 1million and in multiple thereof. The target life of the Fund is 5-7 years with a targeted IRR of 30 per cent or above.  Kindly write to us for the application form, information memorandum and other details, if you are interested in this product.  

  • India Value Opportunity Managed Accounts (IVOMA)- The IVOMA program is managed by our associate company Transoceanic Financial Engineering Private Limited for both local and foreign high networth and institutional clients. The program team follows a rigorous valuation and screening procedure across the entire Indian listed market to short-list value opportunities across different sectors. For further details on our screening methodology click here. To join our  IVOMA program,  local investors and foreign investors click here.  

  • India Growth Opportunity Managed Accounts (IGOMA)- The IGOMA program is managed by our associate company Transoceanic Financial Engineering Private Limited for both local and foreign high networth and institutional clients. The program team follows a rigorous valuation and screening procedure across the entire Indian listed market to short-list growth opportunities across different sectors. For further details on our screening methodology click here. To join our  IGOMA program,  local investors and foreign investors click here.  

Should you require further information on our asset allocation strategy or review asset class/manager-wise performance analysis or have specific product development requirements, kindly contact us at smartam@smartinternationalholdings.org.

 

Related Areas: 

Global Investment Strategy, Global Asset Allocation Strategy, Performance Measurement- Benchmarking and Attribution Analysis, Wealth Management Strategy

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