Nordic Venture Development publishes a number of indices, based on the active management & discretionary decisions of the Investment Committee in line with our clients "Terms of Reference".
Each index has it’s own rules & parameters with the main objective to provide above benchmarked market returns (Alpha), whilst aiming for an equivalent or below benchmarked market volatility (Beta).
The indices components and performance are available to view on the public domain to demonstrate our investment philosophies, diversification and steady achievable long term capital gains.
Candidates for components of the indices are selected based on the rules (terms of reference) for each individual index. This often includes individual merit, stability, growth potential whilst being mindful of environmental, social and governance sustainability. Higher volatility stocks can be omitted, alongside any adding over representation to any sector or subsector.
HDLV 30
This portfolio currently consists of 28 High Dividend Low Volatility (HDLV) Nordic components. By maintaining between 25-35 stocks, we mitigate unsystematic risk through diversification.
HDLV 7
This portfolio looks to maintain 7 Nordic HDLV components. This is a slightly more aggressive approach than the HDLV 30, looking for slightly higher returns, but still mitigating a degree of unsystematic risk through diversification.
PN25 Nordic Biotech
Our client was looking for a sector specific basket of Nordic stocks as part of their overall diversification strategy. Maintaining between 20-30 components we are still able to mitigate against unsystematic risk by considering subsectors in our stock analysis.
Nordic Technology
Here we maintain a Nordic Tech portfolio of between 15 & 25 components. The portfolio considers tech stocks from all subsectors from Fintech & Gaming through to Biotech & Life Sciences.
How we Actively Manage our Portfolios for Clients?
We simply ask you to provide a mandate (LPOA) to your broker for us to manage a portfolio of stocks on your behalf. It’s your broker, your Account, and you remain in Ultimate Control. All we can do is actively manage and weigh the portfolio within the agreed parameters. Your broker will only allow us to perform activities as dictated in your predetermined Terms of Reference. Therefore there is no management risk to client funds.
Request a brochure to find out more.
