Benefits of working with us
Your Portfolio, Your Control
At Neox, we prioritize transparency and control for each of our valued customers. When you invest with us, you maintain full visibility and authority over your Neox portfolio.
Safekeeping Your Assets
Your capital and holdings are securely held in your own custody account, hosted by the bank of your choice. This means that your assets remain under your ownership and control at all times, providing you with peace of mind. Neox Capital does not hold or control clients’ money.
Efficient Advice
Our day-to-day portfolio communication is conducted with precision. Neox conveys instructions, such as buy and sell orders, directly to you and your broker or account manager if you chose to do so. This seamless process ensures swift execution of your investment decisions.
Continuous Monitoring
To keep your investments on track and aligned with your goals, Neox maintains a mirror image of your portfolio in our systems. This allows us to continuously monitor your investments, assess performance, and calculate the next steps in providing you with expert advice. With Neox, your financial journey is marked by transparency, control and expert guidance, all working in harmony to help you achieve your investment objectives.
Equity Portfolios available to you
In the realm of equity portfolios, we have two distinct approaches: standard and customized. Standard equity portfolios are pre-packaged, exhibiting a well-defined strategy , while customized equity portfolios are meticulously tailored to individual investors’ unique financial goals, risk tolerance, and preferences.
Standard Equity Portfolios: A Familiar Approach
versus
Customised Equity Portfolios: Tailored to your needs
Standard equity portfolios are the bedrock of many investment strategies. They typically consist of active managed pre-structured collections of stocks, e.g. a region such as Europe, Europe & USA, or Nordics, a theme such as Health Care, following a predefined asset allocation model.
These portfolios aim to provide broad exposure to the equity markets, allowing investors to participate in the overall growth of the stock market. While they offer simplicity and convenience, they may not always align perfectly with an individual’s unique financial objectives and risk tolerance.
Personalized investment strategies crafted based on individual goals and preferences. Offers great flexibility and precision in investment decisions.
For instance, factors considered include investment horizon, income requirements, risk appetite, and ethical considerations.
We continuously aligns every element of the portfolio with individual financial objectives and preferences. Customization extends to asset allocation, stock selection, risk management, and regular reviews.
Our Customized Equity Portfolios
Customized Portfolio
Powered by technology – Neox iQ Neox Capital Invest-tech process. Offering the highest level of service from Neox Capital, Customised
Thematic Portfolio
Thematic investing provides investors with opportunities to invest in big ideas and themes that might span specific goals, sectors, or
ESG Portfolio
Neox Capital offer ESG Portfolio Advice that allows you to align your investments more closely with your own values. Sustainable
Products
Stock picking Advice
Neox run its stock screening tool every day, looking through 5700 listed companies. Fundamental as well as market data is analysed. The result of this extensive data crunching is an equity portfolio that we recommend to our clients. We can easily put in the clients own restrictions, thresholds, and preferences into the screening process resulting in tailormade advice.
Funds and Asset Managers
Neox’s advice is used as input into Funds and Asset Managers stock selection in Europe. Financial institutions may use Neox advice to power their products (white labeling). The stock selection is then adapted to fit each products preferred characteristics and goals.
Since 2019, Neox Capital is providing investment advice to BIL Manage Invest in relation to LUX MULTIMANAGER SICAV – Europe Equity Select. The advisory service for this particular fund is based on one of Neox Standard Equity portfolios and is daily monitored through Neox iQ platform.
Certificates
Neox can advice different certificates based on our equity portfolios. A certificate can follow a specific strategy, such as “High Dividend” or “Low Volatility” or be thematic in nature as in a “Renewable Enegrgy” theme. Further, it could also be possible to reduce market risk by constructing a market neutral certificate. Designated certificates could be set up from 1-2m EUR depending on the strategy.
A certificate wil be set up with a bank or on SPV as issuer. The certificate will have its own ISIN code and can be listed on exchange in Europe if needed.