Invesdex’s proprietary MarketPlus platform caters to both multi-strategy as well as self-directed investors.

Multi-strategy/"manager-picking" investors use MarketPlus SMC as a managed account platform to access alternative managers. Self-directed investors use MarketPlus to gain exposure to various broad-based securities, futures and other OTC derivatives.

MarketPlus is a powerful, and yet easy to use, asset allocation vehicle for advisors and self-directed investors. Accessible online, MarketPlus is a new kind of investment security: an investment contract that provides limited liability (i.e., non recourse) exposure to futures contracts, exchange-traded securities, and other liquid derivative markets.

MarketPlus is similar to other asset allocation instruments – such as ETFs, futures, and "beta" mutual funds – but has distinct advantages over those alternatives. All MarketPlus investments are non-recourse to the investor, even if the exposures are leveraged or inverse (short). Further, MarketPlus allows investors to replicate the returns of other instruments without direct ownership of the underlying assets, providing the user with several benefits, including the ability to mitigate various risk, regulatory, and administrative issues. [More]

Invesdex specialises in providing investors with the most efficient access to alternative investment strategies available in the marketplace. The MarketPlus Separately Managed Contract (SMC) is a managed version of MarketPlus that allows investors to gain exposure to a variety of strategies from Invesdex’s proprietary database.

SMC sets a new standard in managed investing. No other vehicle can match SMC’s liquidity, risk mitigation, functionality, or cost efficiency. Liquidity risk is almost non-existent as strategy positions can be exited within minutes, and cash balances redeemed to investors daily; transparency is continuous, down to the position level, virtually eliminating style drift; and fraud risk also is eliminated as Butterfield Bank is the security trustee and custodian of all assets. Other key features of SMC include: low fees and expenses; custom (and generally low volatility) portfolios; mitigation of operational risk; and, non-recourse leverage. [More]

This website is for informational purposes only and does not constitute an offer of products or services. Our investment products and services are not available in jurisdictions where not authorised or permitted by local laws.

© 2007 Invesdex Ltd. All rights reserved. U.S. and International patents pending.