Innovative Model for Modern Global Investors
Lumen Global Investments is a global investment organization, founded by a team of veteran global investment managers with experiences across all asset classes and who value original research and synergistic partnerships.
We uniquely combine investment expertise, essential data, and technology – an innovative approach to modern money management.
The result: R4A, an integral part of Lumen’s investment process and a standalone technology.
Lumen Global Investments R4A
R4A is a digital solution for creating customized portfolios that identify, rank, and capitalize on investment opportunities across various markets, asset classes, strategies, and styles.
It uses a proprietary algorithm called the Lumen Global Value Compass to extract unbiased, universal, and forward-looking expected returns from the market.
This allows for an objective ranking of global investment opportunities across traditional and alternative asset classes, sectors, industries, and investment vehicles.
The system also includes a module for incorporating users’ own forecasts into the asset allocation process as well as a risk profiling module that suggests investment solutions tailored to the investor’s risk preference and goals.
Overall, R4A’s proprietary algorithms and advanced modules result in highly tailored and efficient investment portfolios that are based on forward-looking expectations, aligned with the investor’s risk profile and goals, and well-diversified to manage risk and amplify returns.
Read our Research and Blog and follow our viz/charts to get our latest investment thoughts.
Meet our Team.
Our Innovative and Comprehensive Investment Approach
| Identifies and ranks investment opportunities across all public markets globally (securities, ETFs) providing a GPS of value
| Runs detailed global asset allocation and constructs customized portfolios using industry gold standard (B&L)
| Measures and monitors risk using advanced risk management techniques, stress tests, and market appetite
- An active and disciplined investment process developed over 30 years.
- Big data and software technology, and
- A proprietary quant methodology (the Compass) that calculates the intrinsic value of any investments.
This interactively develops investment strategies and delivers tailored investment portfolios with superior attributes as measured by return per unit of risk.
Our 3 Acclaimed and Exclusive Features
Our Mission
We leverage our detailed global asset allocation investment approach across countries, assets, sectors, factors, and themes and empower the wealth management industry with our dynamic active global asset allocation and investment intelligence digital solution: an open architecture in investment universe, benchmark choices, goal definitions, risk preferences satisfying the most demanding and specific investment requirements.
A Global GPS of Value
Expected Returns (Ke) of Global Benchmarks based on the Lumen Compass (December 2023)
(Interactive – use the Ke slider to vary the expected returns)
Link to chart:
