Empowering professional investors, Bespoke indices and strategies, Active and Passive Strategies Marketplace, State-of-the-art portfolio allocation tools, Independence, Access to Global Index Providers
Introduction
C8 - where empowerment fuels exceptional performance
Empowering institutions, platforms, Registered Investment Advisors (RIAs), and Family Offices by providing them with access to our extensive universe of investments.
Our state-of-the-art portfolio allocation tools enable precise and strategic asset allocation, tailored to their unique objectives and risk profiles. Realising portfolios seamlessly is effortless with our streamlined execution capabilities.
We chart a course towards unparalleled success, ensuring that our clients achieve their financial goals with confidence and precision.
Our Unique Offering
Professional investors can use C8 to realise the performance of any institutional-grade investment style by directly trading the underlying assets. Uniquely, C8 provides low-cost, broker-agnostic, direct access to a wide range of financial instruments, including active and passive, tradeable indices.
Independence
C8 is not bound to large banks/institutions and thus
does not push any agenda or products onto its
customers.
Access to Global Index Providers
Investors can access market-leading providers
across the world without any restrictions.
Transparency in Investing
C8 provides visibility and control of the investment
process allowing for portfolio strategies based on
criteria important to the customer (e.g. ESG).
Multiple Asset Classes & Instrument Types
C8 has a broad range of investment solutions
covering almost all asset types. As a flexible service
provider, C8 delivers exposure through direct
indexing, fund solutions, SMAs and certificates.
End-to-end Platform
C8 offers an end-to-end solution with a
marketplace, investment process and execution
services.
Leadership Expertise
Deep financial industry expertise in C8’s senior
leadership and extensive experience in delivering
high-end financial technology solutions.
Our Advantages
One-stop investing
One-stop investing: from designing exposure to
implementing execution.
Ability to generate
The ability to generate tax alpha: tax-loss harvesting,
long-term capital gains management and capital
gains tax deferral.
Ownership
Ownership of the underlying investments -
full control and transparency.
Top class
Top-class, global execution capabilities.
Bespoke indices and strategies
Bespoke index portfolios and customisation at will.
Custodian
Fits into the investor client’s existing custodian
and broker infrastructure.
Replication
Full index replication and sparse index tracking.
Fees
No layered fees.
C8 Investment Solutions
Professional investors can use C8 to realise the performance of any institutional-grade investment style by directly trading the underlying assets. Uniquely, C8 provides low-cost, broker-agnostic, direct access to a wide range of financial instruments, including active and passive, tradeable indices.
C8 Alpha
- Active and Passive Strategies Marketplace
- Bespoke Strategies and Indices
- Wrapped Strategies and Indices in UCITS Funds, Certificates and TRS solutions
- Direct indexing
C8 Allocate
- Portfolio optimisation
- Bespoke portfolios
- Risk managed portfolios
- Tactically optimal portfolios
- Sparse portfolios
- Tracking portfolios
C8 Wealth
- Wealth platform
- Bespoke Marketplace with clients own financial products (Funds, ETFs, Certificates, …)
- Development of optimal portfolio blends
- Custom wealth solutions and reports
C8 Hedge
- Powerful, bespoke FX hedging solutions
- Advanced FX models
- Calculate optimal FX ratios
- Automates the FX risk management process
- FX research
C8 Alpha
Active and Passive Strategies Marketplace
Explore our dynamic marketplace offering a diverse
array of active and passive indices and strategies.
Whether you're seeking the agility of active
management or the stability of passive indices, C8
provides a curated selection to match your
investment preferences and goals.
Direct Indexing
Seize control of your portfolio like never before with
C8's Direct Indexing platform. Say goodbye to
cookie-cutter investment solutions and hello to
direct ownership of individual stocks. With direct
indexing, you have the power to customize your
portfolio, optimize tax efficiency, and maximize
returns.
Bespoke Indices and Strategies
Tailor your investment approach to perfection with
our bespoke strategies and indices. At C8, we
understand that every investor is unique. That's why
we offer personalized solutions crafted to align
seamlessly with your financial objectives and risk
tolerance.
Tax Loss Harvesting
Maximize your tax savings with C8's tax loss
harvesting strategies. Our sophisticated algorithms
automatically identify opportunities to strategically
realize losses, offsetting gains, and minimizing your
tax liability. With C8, you can keep more of your
hard-earned money working for you.
C8 Allocate
Assessing and designing an investment portfolio in an uncertain world requires a resilient and well-thought-out approach. Diversification benefits are enhanced if the portfolio builder can harness high-performing portfolio constituents.
Bespoke Portfolios
Experience the power of customization with C8's
bespoke portfolios. We understand that no two
investors are alike, which is why we tailor each
portfolio to reflect your individual aspirations and
risk appetite.
Combination Strategies
Explore a diverse range of investment strategies with
C8's combination approach. Whether you're seeking
growth, income, or a balanced combination of both,
our platform provides the flexibility to create a
portfolio that suits your needs.
Portfolio Optimization
Unlock the full potential of your investments with
C8's portfolio optimization tools. Our sophisticated
algorithms continuously analyze and adjust your
portfolio to maximize returns while managing risk
effectively.
Analysis and Research
Make informed decisions with C8's comprehensive
analysis and research resources. From in-depth
market insights to individual stock analysis, our
platform equips you with the tools you need to stay
ahead of the curve.
Assessing and designing an investment portfolio in an uncertain world requires a resilient and well thought out approach. Diversification benefits are enhanced if the portfolio builder can harness high performing portfolio constituents.
Explore the impact of our systematic portfolio construction process or read the short whitepaper.
We have chosen a US Balanced Equity and Bond index as the benchmark for simplicity and clarity. The choice of benchmark can be very important and the most appropriate benchmark is frequently unique to a client. A full allocation to equities is likely to be incompatible with a well-balanced portfolio so be mindful of volatility and drawdowns when comparing the annualised performance below.
Portfolio Performance -
Statistics
Benchmark | Allocation | |
---|---|---|
Annualised Return | 7.23 | |
Realised Volatility | 8.81 | |
Downside Volatility | 6.17 | |
Max Drawdown | -20.28 | |
Winning Months | 68.81 | |
Sharpe Ratio | 0.82 | |
Sortino Ratio | 1.17 | |
Calmar Ratio | 0.36 |
Sample Asset Mix Table
C8 Wealth
Bespoke Marketplace with Proprietary Products
Discover exclusive investment opportunities within
our bespoke marketplace, featuring clients'
proprietary products. Whether you're seeking
innovative Funds, cutting-edge ETFs, or specialized
Certificates, C8 provides access to unique offerings
tailored to your investment objectives.
Custom Wealth Solutions
Experience unparalleled customization with C8's
custom wealth solutions. From retirement planning
to estate management, our platform offers tailored
solutions to address your specific needs and
objectives.
Development of Optimal Portfolio Blends
Craft the perfect blend of assets with C8's portfolio
optimization tools. Our platform analyzes your
financial goals, risk tolerance, and market conditions
to develop optimal portfolio blends that maximize
returns and minimize risk.
Comprehensive Reports
Stay informed and empowered with C8's
comprehensive reporting capabilities. Access detailed
insights into your portfolio performance, asset
allocation, and investment strategy through
customizable reports tailored to your preferences.
C8 Hedge
Powerful Bespoke FX Hedging Solutions
Say goodbye to one-size-fits-all approaches and
hello to tailor-made FX hedging solutions. C8 offers
bespoke strategies designed to address your unique
FX exposure, ensuring optimal risk management and
protection against currency volatility.
Calculate Optimal FX Ratios
Unlock the full potential of your FX hedging strategy
with C8's ability to calculate optimal FX ratios. Our
platform analyzes economic and market data and your specific risk
profile to determine the ideal balance of hedged and
unhedged positions, maximizing efficiency and
minimizing costs.
Advanced FX Models
Leverage the latest advancements in FX modelling
with C8. Our platform incorporates sophisticated
algorithms and predictive analytics to forecast
currency movements accurately, enabling proactive
decision-making and strategic hedging.
Automated FX Risk Management Process
Streamline your FX risk management with C8's
automated solutions. Our platform automates key
processes, from risk assessment to hedging
execution, saving you time and reducing manual
errors, so you can focus on growing your business
with confidence.
Please test the C8 Hedge for USD, EUR and GBP, updated until {{chartsUntilDateText}}, with the demo below.
To learn more, please request an Account.
KnowledgeHub
Thoughts From The Divide: Definitions and Animal Spirits
Thoughts From The Divide: The Harvest
Thoughts From The Divide: Winners and Losers
C8 Hedge – Currency Compass – Election Special – November 2024
Thoughts From The Divide: The Undead
Thoughts From The Divide: Tricks
Thoughts From The Divide: Little Tweaks and Adjustments
C8 Currency Compass – October 2024
Thoughts From The Divide: Natural Disasters?
Thoughts From The Divide: Is it safe?
Thoughts From The Divide: High Times and Happy Endings
C8 Currency Compass – September 2024
Thoughts From The Divide: Signals vs Omens
USDJPY: Update and Strategy Observation
Thoughts From The Divide: Disappointment
Thoughts From The Divide: Reversals of Fortune
Thoughts From The Divide: Not Too Hot, Not Too Cold
Thoughts From The Divide: A Giant Global Margin Call
Thoughts From The Divide: The Door is Wide Open
USDJPY and Gamma Trading (29th July 2024)
News and Updates
C8 Hedge – Hedge With an Edge
C8 Technologies adds Thor Financial Technologies to it’s Direct Indexing and UMA Studio
Introducing Trendrating Direct Indices Through C8
C8 Technologies Expands into the US with New Tools and Team
C8 Announces new Credit Suisse Active World ESG Certificate
Ned Davis Conference
Chinese online conference with over 4000 attendees
ESG and the power of direct indexing
How Blockchain Will Disrupt, Add Value For Wealth Managers
C8 Technologies expands into Spain with two new hires
C8 announces Diversified Risk Premia Index
C8 Technologies and Green Blue Invest combine to create the first Good Governance US Equity L/S Index
New Year – New Branding – New Websites
C8 Announces Diversified Risk Premia Index
C8 Technologies
C8 Technologies was established in 2017 in London by Mattias Eriksson and Ebrahim Kasenally , previously partners and senior executives at BlueCrest Capital Management – one of the largest global alternative investment management firms. C8 combines decades of investment research, trading and technology experience.
C8 Technologies is a fintech company that has developed a global platform where customers have access to a marketplace with strategies and can trade underlying assets directly via their own broker.
Mattias Eriksson
Founder & CEO
Ebrahim Kasenally
Founder & Chief Research Officer
Contact Us
Please contact us with your thoughts and needs. We like nothing more than to work with you to create customised, efficient strategies that you then control and implement.
17 Hanover Square
London
W1S 1BN
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New York,
NY10022
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China Evergrande Centre
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HK
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Cork
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Italy
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Spain