Why Use August Invest Solutions
It does NOT involve any active or speculative trading decisions throughout the investment horizon. Markets are efficient and any excess risk-adjusted return can only be achieved from luck. Our approach relies on sophisticated algorithms and the approach from the world’s largest asset manager, BlackRock Inc.
All you need is simply an access to an “ready-to-trade” portfolio solving your individual preferences for risk and hence return. August Invest offers all this for free through an access to a simple PDF file that describes the exact nature of the investment.
India is though a special case as currently INR denominated ETF’s are not present beyond the broad Indian Stock Market. As such Indian investors in AIS has a substantial USD/INR or EUR/INR risk. The exchange rate (FX) risk is however compensated for in expected returns calibrated implicitly from the FX Forward Premium, as this is the (opportunity) cost of closing down the FX risk in AIS India.
We offer 3 classical low, medium and high-risk profiles, and 1 profile which is constructed as a “green” climate-friendly alternative. August Invest Green. All solutions are constrained by standard deviation and asset class weights. Additionally, we offer customized solutions, where users or investors on Investmentexcel.com can submit an online request to have constructed optimal portfolio strategies. Also delegated benchmark construction.
However, Investmentexcel.com further rebalances if either of the following conditions materialize. 1) market drift is so large that your portfolio is significantly out of sync with promised risk settings, or 2) if, for some reasons, equilibrium conditions have changed. The rebalanced solutions will be freely available on the site. Would you prefer a personal monitoring where you will receive a notification and explanation in due course, this can be achieved by signing up for a monthly or yearly subscription on the "Read More" links on individual AIS solutions. An Excel and video guide for rebalancing is available for free here