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For anyone who wants to understand where intelligent capital is moving.

A selection of exceptional teams, strategies and market opportunities.
The reasoning: why it passed our selection model.
Our view on risk in the market at that moment.
No sales talk. Insight into where intelligent capital is moving.

Which investments does the BOTS Selection Framework research?

The ten types of investments that flow in

Equities

The BOTS Selection Framework: Equity exposure mainly runs through strategies that work with it actively: long/short, market-neutral and relative value. The direction of the equity market is not the engine of the return; positions can be long as well as short and follow data and valuation differences.

Traditional providers: Form the standard core of the portfolio, almost always long only. The result then largely moves with the index.

The difference: In the BOTS Selection Framework, equities are an instrument within a strategy, not an automatic core position.

The Selection Model

From 70,000 investments to The Selection.

The selection does not come from a gut feeling. A data-driven model tests the global universe of investments in six steps, with risk as the first filter.

Six steps, evaluated periodically

Data and documentation are collected from a broad range of underlying funds and strategies. This information forms the basis for a structured selection and assessment process and supports a consistent, verifiable analysis.
- Collection of fund documentation, reporting and relevant source data
- Structured and reproducible recording of information
- Basis for further analysis, selection and monitoring
Based on the available fund data, due diligence is carried out on underlying funds and strategies. Both quantitative and qualitative factors are examined to assess the suitability of a fund or strategy in more detail.
- Assessment of track record and historical performance
- Analysis of risk profile, strategy design and consistency
- Assessment of team, organisation and operational quality
After the due diligence, a structured risk assessment follows. The main risks are mapped, including market risk, liquidity risk, operational risks and the interaction with other strategies and funds within the broader portfolio.
- Analysis of risks, volatility and downside scenarios
- Assessment of liquidity, complexity and manageability
- Weighing of correlations and contribution to portfolio diversification
Based on the outcomes of the due diligence and the risk assessment, we determine whether an underlying fund or strategy fits within the investment policy, the risk framework and the objective of the fund concerned.
- Integrated weighing of quantitative and qualitative outcomes
- Testing against the investment objective and the portfolio context
- Selection of funds and strategies that are considered suitable
Selected funds and strategies are included in the portfolio construction, with attention to diversification, mutual coherence, risk budgeting and the desired balance between different sources of return.
- Broad and diversified portfolio construction
- Alignment with risk, liquidity and allocation limits
- Targeted combination of different strategies and funds
Monitoring is continuous. Funds and strategies are followed periodically on the basis of new data, reporting and relevant developments. Where there is reason to do so, a reassessment or an adjustment within the portfolio can take place.
- Continuous evaluation of performance and risks
- Monitoring of fund developments, team and organisation
- Reassessment and adjustment where appropriate

This selection process is intended to assess, select and monitor underlying funds and strategies in a structured way. The prospectus, fund documentation and risk frameworks remain leading.

Global fund universe

70,000

Six filtered steps · from data to continuous monitoring

The Selection

Protector I

Defensive

Builder II

Balanced

Visionary III

Offensive

Six steps filter the universe back to strategies that complement each other instead of copying each other.

How it works · our method

Return is the result of selecting. Not of speculating.

We do not predict markets. We select exceptional funds and turn down the vast majority. It is that combination of access to these funds and discipline that forms the basis of our approach.

Access. Selection. Discipline. That is our method.

Institutional selection framework

A structured overview of how underlying funds and strategies are assessed, selected and monitored.

Data and documentation are collected from a wide range of underlying funds and strategies. That information forms the basis for a structured selection and assessment process, in which both quantitative and qualitative factors are taken into account.

Real diversification starts with different sources of return.

More funds does not automatically mean more diversification. Many funds ultimately remain dependent on the same markets and the same economic developments. The BOTS Selection Framework (BSF) selects strategies worldwide with different sources of return. By combining market-neutral, arbitrage, relative value and insurance-linked strategies, a portfolio emerges in which the parts complement each other.

AI supports the analysis of the global fund universe. Our investment professionals select, monitor and recalibrate every strategy on an ongoing basis.

No obligations

Read along first. Decide afterwards.

BOTS Selection is free and without obligation. If at any point you want to invest, the independent funds are open to you. The funds are managed by a separate, licensed manager.

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