The problem we're solving
The institutional asset management industry will be shaped by a number of key trends in the years to come. Investors want to: (1) be more involved in how their money is managed, from being engaged in the design of the investment strategy up to managing the portfolio themselves, (2) use ESG and other data in the investment process and (3) reduce cost. This transition requires investors to have access to a sophisticated technology and service provision which is hard to set up and expensive to maintain. Asset managers internal platforms are often legacy and certainly not designed to be shared and used by their clients.
2RSQUARED offers the first third party solution - “Strategy as a Service” - a digital, no-code, cloud native platform enables a single non-specialist resource (no coding or quant expertise required) at e.g. a pension fund, wealth manager, family office or endowment/foundation/charity to be involved in or independently design institutional grade investment strategies (thematic, ESG, multi-asset, etc.) which the platform converts to investable products with ease and at scale.
The efficiency of the platform means the time frame from idea to investment is reduced by over 90% and customisation is economically viable for much smaller ticket sizes than currently available, thereby massively increasing the addressable market. By democratising access to our technology for a broad variety of users, we facilitate a paradigm change in the asset management market, as we make most of the product offerings in the US$ 15-20tn global market for customised investment solutions obsolete.
In testing the market we frequently hear ‘we’ve never seen anything like this’ and ‘it’s very intuitive’; meaning we may have succeed in making something that is typically very complex requiring specialist coding and mathematical skills very simple.