Adapt and prosper

Invest in the trends that will shape the world of tomorrow.

 

Today’s world is changing at full speed. Dynamic trends such as digitization or e-commerce, threats from global warming and increased pollution, scarcity of resources and social imbalances cause new industries to emerge and grow, while others suffer. At the same time, interest rates remain at record lows compared to previously normal levels. This poses some unique challenges for investors, but it also offers them exciting investment opportunities.

 

Aprovechamos nuestro liderazgo tecnológico en comunicación punto-a-punto, y en Preferred contamos con la infrestructura de mercado pionera para operaciones market-maker de productos estructurados, lo que le permite unir productos y precios y hacer comparaciones transparentes.

Our Management in Figures

$
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million
In assets under management as of December 2020
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Launch year of our first strategy
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+
Investment professionals
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Markets: Stocks, Bonds, Commodities, Cryptocurrencies, Currencies and Indices
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Investment Strategists
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Management Headquarters: Hong Kong London

How can investors take advantage of it and make an impact?

Thematic investment

The goal of a thematic investment strategy is to identify strong transformation trends, future market leaders in those areas, and companies best prepared to take advantage of structural changes.

 

Thematic investing has had the backing of investors in recent years. This increase in demand could continue to accelerate in 2021. According to a study by Preferred, more than half of the professional investors surveyed believe that the pandemic has reinforced the benefits of the thematic approach, and 49% plan to increase their exposure to the thematic investments.

Impact investing

With an impact investing strategy, investors focus on companies that aspire to solve social and environmental problems, and that have a measurable positive impact in these areas. In this way, they seek a double benefit for their portfolios: an attractive return and promoting positive change for the people who inhabit our planet.

 

Anticipating and taking advantage of these changes and detecting who will be the future structural winners is the main objective of our impact investing strategies.

Variable income

Our goal is to offer portfolios based on pragmatic investment choices.

The results reflect the balance between real-world growth opportunities and the risks of meeting a customer’s needs. Preferred owns three boutiques that are governed by a wide variety of equity strategies. All of our portfolios are based on consistent investment philosophies, combined with in-depth research, a disciplined process, and many years of experience.

 

Your goals can best be achieved with a manager who shares your responsibilities. Our equity funds are actively managed on the basis of high conviction investment philosophies. We manage two main investment styles: bottom-up investing in stocks and quantitative. Environmental, Social and Governance (ESG) aspects are an integral part of our bottom-up investing approach, where sustainable earnings growth drives results.

An approach tailored to your needs

Our investment strategies offer a selection of on-trend regional and industry foci, from unfettered global and emerging markets to clean technologies.

 

Fundamentals

Our teams maintain an unwavering focus on bottom-up fundamentals research. A consistent feature of our boutiques is the philosophy that long-term results are the fruit of sustainable profit growth. Investing in the stocks of the largest global companies requires thorough research and discipline in order to distinguish and listen appropriately amidst the noise of the markets to invest in long-term structural demand opportunities.

 

Quantitative

The investment philosophy of our company, consisting of temporalizing investments due to their factorial behavior (momentum, quality, value, volatility), is based on the systematic reactions of the markets to confidence in profits and their valuation. Based on a deep academic foundation, the process actively manages factor-weighted portfolios throughout the business cycle.

Our Immediately Maturity Electronic Trading Assets (ETIM)

Our ETIM OTC thematic and impact equity offering reflects global trends and challenges such as climate change, resource scarcity and urbanization. Aside from being active, high-conviction investors, we are also impact investors. We measure the impact of our investment decisions, such as whether our portfolios have a significant impact in terms of potentially avoided emissions.

 

Our team of analysts and strategists have the training you need to advise you on the best decision making and manage the best prices available in the market for you.

Stocks

With a higher historical return than most other investments, stocks are the cornerstone of most portfolios.

Access a wide range of companies, from small to large caps and from Asia to the Americas.

Bonds

Unlike other financial products, bonds are low volatility and risk investments.

Offering execution orders since 2013, Preferred is a pioneer in online bond trading. Choose from more than 60,000 bonds with full access to a market normally reserved for professionals

Commodities

Commodity trading encompasses the buying and selling of a wide range of instruments, including oil and gas, metals like gold and silver, and soft commodities like cocoa, coffee, wheat, and sugar. Commodity trading is as old as financial markets, and perhaps even older than that.

Cryptocurrencies

These virtual currencies are known for their extreme volatility, but also for their high returns. Ready for the challenge? Trade the top 21 cryptocurrencies

Foreign exchange

Full range: spot, forward, swaps and options.

Make your changes with the current rate or define a future rate in advance

Indices

Investors with long-term market prospects tend to prefer index futures. Trade over 30 cash and forward index instruments around the world in both major and minor global indices, which means you are more likely to find a market that suits your individual trading style.

Why should you invest with Preferred? You share our convictions:

It is possible to have a positive impact on society while obtaining an attractive return

Transformation is an opportunity to invest in issues and companies that will help humanity overcome its greatest challenges.

An active, research-based approach is required to identify the winners

London
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+44 20 3936 5373 | 167-169 Great Portland Street, 5th Floor, London, W1W 5PE, UK

LUXEMBOURG
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+ 358 2088 2774 | 17 avenue Guillaume, 1561, Luxembourg

HONG KONG
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+852 5808 1750 | 3A Chater Rd, 10 Floor, The Hong Kong Club Building, Central, Hong Kong

DUBAI
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+971 4 362 6571 | Sheikh Zayed Rd – Emirates Towers – Dubai – UAE

TEL AVIV
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+ 972 3 514 2162 | Rothschild 3, 10th floor, Tel Aviv 6688106, Israel

SHANGHAI
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+86 21 5049 8527 | 8 Century Ave, Suite 2308, Lu Jia Zui, Pudong, China

HOUSTON
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1 (713) 489-9717 | 818 Town And Country Blvd Ste 210. Houston TX 77024