Invest in the next generation of active ETFs
Excel’s first-of-its-kind in Canada global ETF is an investment solution for clients seeking to realize strong, risk adjusted returns in all market conditions, while benefiting from managed risk and volatility.
The Excel Global Balanced Asset Allocation ETF combines behavioural science and big data to facilitate the most effective global asset allocation decisions across multiple asset categories.
Top Reasons To Invest
|ETF combines risk parity with behavioral filters to create balanced portfolios|
|Portfolios are dynamically rebalanced weekly to ensure adherence to the defined risk and volatility budgets|
|Low correlation to most major asset classes make the ETFs an optimal solution for portfolio diversification and risk management|
|Portfolio decisions are determined by mathematical models in combination with human oversight|
Excel Investment Counsel Inc.
Excel Investment Counsel Inc. (“EIC”) provides investment advisory and portfolio management services to the mutual funds managed by Excel Funds Management Inc. (EFM).
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Alken Asset Management Ltd.
|Founded in 2005, Alken is a leading European Equities fund management company which manages over USD $7 billion in assets as of December 31, 2016. The team manages high conviction bottom-up European equity as well as European long/short equity funds. Its’ on-the-ground bottom up equity selection approach contributes to a strong record of risk-adjusted returns.|
Cabestan Quant Research Ltd.
|A subsidiary of Alken Asset Management, Cabestan was founded in 2017 by François d’Hautefeuille and Nicolas Walewski. Cabestan uses innovative, proprietary mathematical models with a strong focus on risk management to facilitate disciplined portfolio construction.|