Built to compound. Engineered to endure.
Sino Suisse Index
A multi-asset composite that combines a multi-engine quantitative strategy with a disciplined 60/40 allocation — built for the tail events conventional portfolios are not designed to withstand.
Investment philosophy
Wealth is built by compounding — and lost to the drawdowns that interrupt it.
Our philosophy is anchored in the long-term preservation and steady growth of family capital. We believe durable outcomes come less from forecasting the next market move than from constructing portfolios that remain intact across the full range of market regimes.
01
Preserve
Capital preservation is the precondition for compounding. Downside control is designed into the portfolio from the outset — not added after the fact.
02
Compound
A globally diversified core captures long-term economic growth across markets, sectors, asset classes and currencies, reducing concentration risk.
03
Endure
A dedicated quantitative strategy addresses left-tail risk: the low-probability, high-impact events that conventional allocations systematically underweight.
Index architecture
A dual-track design, anchored by a liquidity reserve
The Index combines two complementary strategies with a dedicated liquidity sleeve. Weights are rebalanced weekly back to target, and position sizes within each strategy are governed by explicit risk budgets.
55%
Global Alpha Quantitative Strategy (QIS)
Quantitative, multi-engine
Return generation with embedded tail-risk defence, from six engines positioned across market regimes
25%
Global Alpha Total Return Strategy (TRS)
Strategic 60/40 equity–bond
Stability and long-term compounding through a globally diversified 60/40 allocation
20%
Short-term liquidity
Six-month certificates of deposit
Optionality, capacity to rebalance into weakness, and a buffer that cushions drawdowns
The strategies
Two Strategies
Each strategy is managed independently, with its own mandate, methodology and risk budget.
Strategic allocation · 25%
Global Alpha Total Return Strategy (TRS)
The discipline of a 60/40 portfolio, informed by forward-looking capital market assumptions.
- Strategic 60/40 allocation across global equities, bonds, gold and cash
- Benchmarked against the Bloomberg Global 60/40 Index
- ETF selection informed by the Morningstar Medalist Rating
Quantitative strategy · 55%
Global Alpha Quantitative Strategy (QIS)
Survival before optimisation.
- Six engines spanning directional, long-volatility and short-volatility regimes
- Built for tail events in which stocks and bonds fall together
- Identifies the market regime before positioning the engines
Governance & partners
Institutional infrastructure
Investment manager
Sino Suisse Capital
An independent, open-architecture investment platform. Strategies are implemented through competitive pricing across 21 counterparty banks and supported by in-house research infrastructure, including an AI-driven analyst that processes more than 1,000 reports from 23 institutions every day.
Portfolio advisor
Morningstar
Independent research supporting asset allocation, fund research and portfolio construction, drawing on a Hong Kong investment advisory team and a global network of 130+ fund researchers and 100+ investment management professionals.
AMC issuers
UBS / Goldman Sachs
Issuers of the Actively Managed Certificates, responsible for issuance, administration, valuation, settlement and ongoing operations in accordance with the certificate terms.
Key risk considerations
- Target returns and drawdown objectives may not be achieved. The value of investments can fall as well as rise, and investors may lose some or all of their capital.
- Derivative and options strategies involve leverage, liquidity and counterparty risk, and losses may be magnified in volatile markets.
- Quantitative models rely on assumptions and historical relationships that may not hold in future market conditions.
- Actively Managed Certificates are subject to the credit risk of the issuer.
- Investments in foreign markets are subject to currency, political, regulatory and liquidity risks.
- Allocations are managed dynamically and may differ from those described on this page.
Important Information
This page is prepared by Sino Suisse Capital Pte. Ltd. (“SSCPL”), a holder of a Capital Markets Services licence regulated by the Monetary Authority of Singapore. It is intended for institutional investors and accredited investors only, as defined under the Securities and Futures Act 2001 of Singapore, and is not directed at any person in any jurisdiction where its distribution or use would be contrary to law or regulation. It is provided for general information only, does not take into account the investment objectives, financial situation or particular needs of any person, and does not constitute investment, legal or tax advice, or an offer, solicitation or invitation to buy or sell any product or service. Targets and objectives are not guarantees and actual results may differ materially. Past performance is not indicative of future results. Information obtained from third parties has not been independently verified. SSCPL makes no representation or warranty as to the accuracy, timeliness or completeness of this information. This page has not been reviewed by the Monetary Authority of Singapore.