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FAQ

Have questions?

TEL: + 33 (0) 1 73 01 93 72

info@aequamcapital.com

Frequently Asked Questions

Have questions about AEQUAM Funds?
Read below or contact us at info@aequamcapital.com
TEL: + 33 (0) 1 73 01 93 72

Smart beta is simply about identifying more efficient and cost-effective ways to access good investment ideas. This can be by finding better ways to access existing beta opportunities, or by creating new exposures or themes. Smart beta investment solutions are available today across the equity, fixed income, commodity and currency markets.

Yes, if your aim is to capture the specific risk premium of a given asset class, enhanced by an inherent and unique risk allocation method.

Advisory Mandates or Separately Managed Accounts are different types of investments accounts offered by Aequam Capital on any of its Absolute Return or SmartBeta investment processes.

Yes, if you are looking for a custom investment solution.

AEQUAM is well surrounded and benefits from institutional standards

Including CTAs in a traditional portfolio primarily increase your return in the long term and reduce your downside risk.

Predicting future systematic CTA returns is very difficult. There is no guarantee that this performance will persist. Investors could be heavily exposed to short term movements in markets.

Source of diversification in a global allocation
Low correlation with the traditional asset classes of stocks, bonds and real estate. Return profile similar to an option straddle on equity markets

No directional bias
Investing long or short positions in market trends

Liquidity and transparency
Highly liquid futures contracts settled every day with no counterparty risk

Divergent profile
CTAs usually have a “Divergent Long/Short” profile. Divergent and Convergent strategies are in their purest forms complementary



Divergent Invests small in a large universe
Cut losses when wrong
Increase position when right
Profits when bubbles burst
Suffers during stability
Less influenced by behavioural bias
 
Convergent Invests large in a small universe
Take profit when right
Increase bet when wrong
Profits during stability
Suffers when bubbles burst
Influenced by behavioural bias

The fund provides downside protection during risk off environments, including high degree of volatility and equity stress. The return profile of Aequam Diversified brings returns and convexity to the falling equity markets as detailed in the chart below.

Join us and carry high our values

Independent and employee owned, AEQUAM is always looking for new recruits in almost every area of the company – the main focus being Research and Development with strong statistical and programming skills.

If you think you can add value to our clients playing your role within our team where mutual trust and empathy are key, then you are welcome to contact us at: opportunities@aequamcapital.com



AEQUAM recognized as Innovative Startup by the French Ministry of R&D for its innovation in the Risk Allocation Models.




There is no guarantee of trading performance and past performance is not in any way indicative of future results.
Investors must be aware that there is no guarantee of capital and that there is a risk of loss of their investment.
Aequam Capital is authorized and regulated by the AMF – French Financial Markets Regulator under the number GP-10000038, and is a member of the National Futures Association ("NFA") and CFTC registered under the number 0426423 in the United States of America.

The website www.aequamcapital.com belongs to:

AEQUAM CAPITAL
Palais Brongniart
28, place de la Bourse
75002 Paris
France
Phone Number: +33 (0)1 73 01 93 72
Fax Number: +33 (0)1 83 62 28 33

Director of publication: Arnaud Chrétien, Chairman & Chief Investment Officer.

Customer complaints handling procedure

Aequam Capital has implemented and maintains an operational procedure to quickly and efficiently process complaints made by its clients. Any complaint may be referred to Aequam Capital, 28 place de la Bourse, 75002 Paris, France or by e-mail : arnaud.chretien@aequamcapital.com. The management company will acknowledge receipt of the complaint within a maximum of ten working days from the date it was received, unless a response has been issued to the client in the intervening period. Except in duly justified exceptional circumstances, a response will be issued to the client within two months of receipt of the complaint. In the event of an ongoing dispute, the client may contact a mediator, such as the AMF Ombudsman, at the following address: Autorité des marchés financiers, Mme Marielle Cohen-Branche, 17 place de la Bourse, 75082 PARIS CEDEX 02. The AMF mediation request form and the Mediation Charter are available online at http://www.amf-france.org.

Aequam Capital is a French corporation (SAS) with an issued capital of €220.000, registered in Paris (France) under n° 520 944 398 R.C.S. Paris on 16th March 2010. Aequam Capital is authorised by the Autorité des marchés financiers (AMF – French Financial Markets Authority) to act as an Investment Management Company under the number GP-10000038 since 24th September 2010.