Index strategies for sophisticated investors
We build cross-asset frameworks with clear objectives and define the target exposures, constraints, and rebalancing logic upfront. The result is a methodology that can be tailored to different risk budgets and use cases, and that remains transparent enough to be reviewed, challenged, and improved over time.
Our proprietary index strategies
| INDEX | OBJECTIVE | ASSET MIX | BACKTEST PERIOD | CAGR | RISK PROFILE | REBALANCING METHOD | REBALANCING FREQUENCY |
|---|---|---|---|---|---|---|---|
| Cassiopea | Inflation-oriented diversification | 65% commodities, 35% crypto |
12/01/2020 – 12/01/2025 |
+27.65% | Medium | Systematic rules-based | Monthly |
| Celestia | Innovation-driven sector rotation | 60% equities, 40% crypto |
12/01/2020 – 12/01/2025 |
+64.54% | High | Discretionary rules-based | Quarterly |
| North Star | Rules-based crypto beta exposure | 100% crypto | 12/01/2020 – 12/01/2025 |
+65.06% | High | Systematic rules-based | Monthly |
| Saturnia | Thematic equity sector rotation | 100% equities | 12/01/2020 – 12/01/2025 |
+64.54% | High | Discretionary rules-based | Annually |
Inside each index strategy
Below you’ll find a concise profile for each strategy: objective, asset mix, risk profile, and rebalancing logic, plus a link to the full methodology page.
01
Cassiopea
Inflation Hedge
Since inception
+238.93%
1Y return
+60.89%
Annualized return
+27.65%
Info
Risk profile: Moderate
Assets: BTC, XAU, XAG
Rebalancing period: Monthly
Rebalancing rules: Systematic
Profile & Rationale
Cassiopea is a rules-based strategy designed to protect capital during inflationary and macro-uncertain environments. By combining Bitcoin with traditional hard assets, it is a defensive strategy designed to preserve value across inflationary cycles with low correlation, rules-based allocation.
02
Celestia
Sector rotation
Since inception
+[ ]%
1Y return
+[ ]%
Annualized return
+[ ]%
Info
Risk profile: High risk
Assets: BTC, UBER, PLTR, ETH, NIO, MTCH, SOL
Rebalancing period: Annually
Rebalancing rules: Discretionary
Profile & Rationale
Celestia is a sector-focused strategy managed with a discretionary, active approach. It combines a core crypto allocation with a curated basket of listed companies to capture long-term innovation trends and evolving market leadership. Sector exposure is reviewed annually, with allocations adjusted based on a top-down assessment of fundamentals, momentum and macro regimes.
03
North Star
Thematic
Since inception
+1125.19%
1Y return
-5.55%
Annualized return
+65.06%
Info
Risk profile: High risk
Assets: BTC, ETH, SOL, TRON, XRP, ADA
Rebalancing period: Quarterly
Rebalancing rules: Systematic
Profile & Rationale
North Star is a thematic, high-conviction crypto strategy designed to capture long-term growth across leading digital assets. The index follows a systematic, rules-based framework and is rebalanced quarterly to keep allocations consistent with the methodology. Constituents are selected from top-ranked assets and may vary over time based on ranking and eligibility criteria.
04
Saturnia
Thematic
Since inception
+[ ]%
1Y return
+[ ]%
Annualized return
+[ ]%
Info
Risk profile: High risk
Assets: UBER, PLTR, SEDG, NIO, UPWK, MTCH
Rebalancing period: Quarterly
Rebalancing rules: Discretionary
Profile & Rationale
Saturnia is a thematic equity strategy built around sector rotation: sectors are selected discretionarily based on highest-conviction themes, while stock selection and allocations are rules-based. The index is rebalanced quarterly and currently focuses on AI, mobility, clean energy, and digital platforms & services.
Index strategies we focus on
Each strategy we cover is mapped into transparent index methodologies and strategy blueprints, built for benchmarking, allocation, and product design.
Multi-asset diversification
Blended exposure designed to improve portfolio balance and resilience.
Thematic growth
Long-term innovation themes mapped into investable strategy frameworks.
Equity strategies
Equity allocations designed around repeatable selection and weighting principles.
Active rotation
Adaptive strategies that reposition exposure as leadership shifts across cycles.
Systematic strategies
Rules-based models designed for consistency, transparency, and disciplined execution.
Defensive allocation
Risk-focused portfolios built to protect capital across market regimes.
Digital assets
Crypto-native allocations engineered for diversification and systematic control.
Macro & regimes
Strategies built to navigate inflation, rates, and shifting macro conditions.
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