Introduction

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A truly unique, data-driven, rules-based investment strategy for different risk profiles.

The passive strategies can be further split into 3 different strategies in order to cater to client with all the risk profiles:-

1. Active Index Portfolio – It is the most conservative passive strategy, where one can expect modest capital appreciation with a lower risk.

2. Multifactor ETF portfolio – This gives a balanced approach to the client, with investment in only 4 ETF at any given point in time comprising of 4 factors. It focuses on capital appreciation across all cycles.

3. Momentum Quality dynamic advantage plan (MQDAP) – this strategy fits the ones having a higher risk appetite and expecting the highest of the returns.

Smart Beta Portfolio Offerings:-

ICICI Securities smart Beta propositions revolve around 4 factors:-

1. Momentum - These are the stocks with recent price runs and moderate volatility, they tend to continue to outperform their peers.

2. Value - These are the stocks with relatively lower price multiples tend to mean revert, thereby outperforming their peers.

3. Quality - These are the stocks with solid fundamentals which tend to deliver strong risk adjusted performance over periods.

4. Low Volatility - These are non-glamour but consistent stocks tend to deliver high risk adjusted returns by limiting drawdowns.

While Momentum and Value are the aggressive factors, the Quality and Low volatility are considered to be defensive factors.

Multifactor ETF Portfolio:-

Why should one invest?