We are a team of passionate entrepreneurs: from world-class academic researchers to industry veterans with extensive experience with portfolio management and quantitative trading. We developed our proprietary strategies to build portfolios with reduced idiosyncratic risk from the single market and asset class, leading to a high-growth but low-risk portfolio, especially in the long run. In particular, our investment portfolio is able to deliver much higher performance in terms of both absolute return and Sharpe ratio. Our automatic system collects market and sentiment data in real time, and conducts functions of return forecast, risk management, portfolio construction, and security trading, based on our well-trained algorithms, which is super robust and scalable. The rigorous investment process is the key to the success of Universal Portfolio.

With the proven success of UP Robo-Advisor on traditional asset management, we have developed a full asset management platform that provides our investors the completely un-correlated returns of crypto-assets while mitigating its associated risks by dynamically hedging through traditional financial instruments. 

 

Our advanced trading platform makes it possible to detect the co-integration of cryptocurrencies across major exchanges. The Arbitrage Strategy utilizes data mining and statistical methodology to provide the trading signals by capturing the trading opportunities in a given time frame. A unique weighting scheme is then applied to construct the portfolio with lower risk.

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Cryptocurrencies combine the features of high volatility and high return. Our research shows that market volatility has the clustering pattern in the history. The designed Volatility Exposure Control Strategy, which is at the risk control layer, adjusts portfolio exposure based on the regime of market volatilities and reduces portfolio risk