S W I S S E N G I N E E R E D
Systematic Strategies
for changing markets.
Highly liquid. Designed to complement traditional portfolios.
Adaptivv helps professional investors diversify return drivers and manage market risk through two complementary strategy families - built on one statistical research foundation.
FINMA-regulated since 2023
Founded in 2016
We translate Swiss research into disciplined investment strategies that diversify return drivers and manage portfolio risk.
B R A N D P R O M I S E
Adaptivv is an independent Swiss systematic investment manager and an officially recognized ETH Zurich spin-off.
FINMA-regulated since 2023, we translate advanced statistical research into transparent, investable strategies for professional investors.
Our approach combines scientific discipline, systematic decision-making and efficient implementation across highly liquid global markets.
Our Investment Products
| Product | ISIN | CCY | Inception Date | ITD i | MTD i | YTD i | Statistics |
|---|
One statistical foundation. Two portfolio roles.
B R A N D P R O M I S E
We manage two complementary systematic strategy families, designed to address different portfolio needs.
DIVERSIFY RETURN DRIVERS
Adaptivv All Season
Systematic long/short diversification
Our flagship strategy invests long and short across global equity, rates, currency, and commodity markets.
It seeks to provide a differentiated return source beyond traditional equity and bond exposure, and to reduce a portfolio’s dependence on rising markets.
Implementation through highly liquid futures and currency markets provides a transparent pricing, efficient execution and daily liquidity.
MANAGE MARKET EXPOSURE
Downside Control
Systematic risk-controlled market participation
Our Downside Control strategies systematically adjust market exposure as trends, risks and market dynamics change.
They are designed for investors seeking long-term market participation while managing exposure during unstable or negative market environments.
The same measurement engine drives both families - what differs is the role each is designed to play in a portfolio.
“We do not engineer portfolios around a single market forecast. We measure how market dynamics are changing and translate that evidence into disciplined investment decisions. The same statistical foundation can serve different portfolio objectives - from adding independent return drivers to controlling exposure in unstable markets”
CIO and CTO, Adaptivv
Dr. Tobias Setz
The same measurement, made readable
N O W C A S T R E S E A R C H
Our investors do not only receive a strategy. They receive the reading behind it - the Adaptivv Nowcast, a weekly research package covering global equities, rates, commodities, and currency markets.
It is the identical statistical foundation that governs Adaptivv All Season and Adaptivv Downside Control - expressed as research rather than as a position.
Stability Opinion
One score per market, calculated the same way every week.
In your own house style
Movement over one, two and four weeks, so a turn is visible before it becomes a trend.
Direction of change
Available as white-label solution, enabling partners to deliver Adaptivv’s research under their own brand.
Across every asset class
Equities by region, rates, credit, commodities and currencies in one view
Cover and market dashboard of a weekly Adaptivv Nowcast produced for a client under their own branding. Green marks stable market conditions, red marks instability; each dial carries a stability reading and it’s change since the previous publication.
Where the measurement turns into allocation.
R E A D I N G T O D E C I S I O N
The strategic allocation is set at 60% equities and 40% bonds. As market conditions evolve, Adaptivv Downside Control dynamically adjusts the allocation—currently to 76% equities and 24% bonds—while remaining within predefined risk limits.
This disciplined approach translates changing market conditions into tactical allocation decisions, ensuring that every adjustment stays within clearly defined boundaries.
Tactical asset allocation from the same weekly publication. The diamond marks the strategic allocation, the solid bar the current tactical allocation, and the dashed line the range it may move within.
How the parts fit together.
S T R A T E G I C A R C H I T E C T U R E
One measure engine, two strategy families with different portfolio jobs, and a research layer whose only route into the portfolio runs back through the statistics.
The AI layer supports research only. It does not directly influence portfolio construction or the risk framework. This clear separation ensures that investment decisions remain within the established governance structure.
W H A T S W I S S - E N G I N E E R E D M E A N S
Not just where we are. How we work.
For us, Swiss engineering means applying scientific rigour to every stage of the investment process - from the research that produces a signal to the person who answers for it.
Systematically constructed
0 1
Strategies are tested across different markets, regimes and historical environments before being implemented.
Rigorously validated
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Investment decisions follow transparent and repeatable rules rather than discretionary market opinions.
Precisely managed
0 3
Portfolio construction, execution and risk management operate within clearly defined quantitative limits.
Accountable
0 4
As an independent Swiss asset manager, we give investors direct access to our research and investment teams.
Changing markets require more than static portfolios.
Traditional portfolios often remain dependent on the same fundamental return drivers: rising equity markets, falling interest rates and stable correlations.
Adaptivv develops swiss-engineered systematic strategies designed to contribute differently - through high liquid long/short diversification and disciplined exposure management
Swiss engineered. Systematically invested.