NJ PMS
MERITS

We have developed a robust Portfolio Management process that is guided by a "Rule-based Approach." This approach is executed by a seasoned team of professionals.

NJ SMART BETA platform is a holistic and proprietary research platform. Using NJ Smart Beta, our researchers have the capability to develop a wide range of factor parameters, rigorously backtest them for robustness, and analyze their risk and return characteristics.

One of the key features of NJ Smart Beta is its ability to dynamically combine multiple factors, weighting methodologies, and select a suitable universe for constructing model portfolios. This flexibility allows our researchers to tailor portfolios according to specific investment objectives and preferences.

To support the platform, we have curated a vast dataset covering data from over 1100 companies spanning a period of 20 years. This rich and extensive dataset provides the foundation for sound research and informed decision-making, enhancing the reliability and accuracy of our investment strategies.

To learn more about the NJ Smart Beta platform and its capabilities, we invite you to watch our informative video, which can be found here: https://www.youtube.com/watch?v=0LbhLAXY3AM

Recognizing that investors have varying risk appetites and investment horizons, we offer a diverse range of products to cater to their specific needs. These offerings span from Equity portfolios to Dynamic Asset Allocation portfolios, providing investors with a wide array of options.

We provide clients with a robust technology platform, offering web access to their personalized online Client Desk. This platform gives them access to the latest reports and portfolio information.