Participate.
Maintain exposure to the investments your strategy is built around while the applicable rules support participation.
Risk management · Traditional & digital assets
You have an investment strategy.Do you have a risk plan?
Blue Square brings a rules-based risk plan to traditional and digital assets, with a defined process for reducing exposure and putting capital back to work.
Your investment strategy.
What you own. Why you own it.
The opportunities you want to participate in.
Your risk plan.
When to reduce exposure. When to hold cash.
How to put that capital back to work.
The Blue Square approach
A plan before
markets change.
A long-term belief in an investment does not make the journey smooth. Blue Square’s risk plan uses price trends and predefined rules to govern exposure across traditional and digital assets.
Reduce.
Reduce exposure when the rules identify weakness, holding the balance in cash and cash equivalents.
Reinvest.
Increase exposure as conditions improve under the rules. The plan to return matters as much as the plan to reduce.
The objective is to reduce the impact of deep declines over a full market cycle. The process can react after prices fall or recover, miss gains, and lose money. Cash holdings can reduce returns in rising markets.
More about the process
Dynamic Cash Allocation® (DCA®) is Blue Square’s rules-based process for changing exposure as price trends change. Conditions are monitored daily; changes are made when the rules call for them.
For traditional assets, Dynamic Risk Indicator® (DRI®) adds a separate response to unusually high volatility. Digital assets use a separately calibrated Dynamic Cash Allocation® (DCA®) process without that traditional-asset overlay. The philosophy is shared; the rules differ by asset class.
Working together
Your investment philosophy.
A defined plan for risk.
For advisors and investment firms, the risk plan complements your strategic allocation and investment selection by governing how much remains invested. Blue Square also manages investments for individuals, families, and institutions.
Risk management for investment firms
Discuss applying Blue Square’s risk-management approach to your firm’s portfolios. The implementation, supported investments, and division of responsibilities depend on the arrangement. Institutional platform capabilities are in development.
Blue Square investment strategies
Explore Blue Square’s traditional, multi-asset, and direct digital-asset strategies. Each connects investment selection with a defined risk response. Strategies differ in their holdings, account structures, and implementation.
Investment management for investors
Work directly with Blue Square on investment management for individuals, families, family offices, and institutions, combining investment objectives with a defined process for managing exposure.
What’s your risk plan?
Let’s discuss how Blue Square’s approach could fit your firm or portfolio.