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The next generation of investment products

Forward Quant is a unique new approach to long-term investing, one that balances security and performance through flexible guarantees at a fixed fee for the whole contract. Powered by market-leading quant technology, Forward Quant automatically diversifies your investment across geographies and asset classes.

Forward Quant

Forward Quant is the next generation of long-term investments: flexible and transparent in how much risk you are willing to take and so technologically advanced that you benefit from over 100,000 investments assets.

An investment to match your personality, with flexible options that put you in control

When it comes to your investment, one size definitely does not fit all. So we begin with a sophisticated questionnaire to analyse your “risk appetite” based on your unique personality and life goals. This helps us to identify your “risk type” ranging from “conservative” to "explorative". And as your circumstances can change over time, we give you the possibility to change your risk type.

What’s my risk type? What’s a capital guarantee? If you’ve never asked yourself these questions, don’t worry! We’ve got your back. Here’s a simple way for us to give you some answers.

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We balance playing the field with playing it safe, so your investment is both dynamic and secure

While every investor is unique, everyone has two things in common: we all want to know our level of risk is controlled and we all want the best possible returns. That’s why we’ve built a smart approach to risk into Forward Quant. Your investment passes through three distinct phases over time, enabling higher returns at first, and more security later on.

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Forward Quant’s three-stage game plan

Forward Quant kicks things off with a dynamic approach to risk, so you can exploit market opportunities in the early period of your investment. Then it automatically switches to a balanced middle phase. Finally, the level of risk is reduced even further towards the end of your investment, to consolidate your gains and secure your return:



01
Dynamic phase

Let’s do this! Going in boldly means higher risk and potentially higher returns. 

Your investment volatility (that means by how much your investment is fluctuating/variating) is capped at a maximum of 20%.

02
Balanced phase

Easy now! A steady hand keeps things nice and smooth for 8 to 12 years before the final phase. 

Your investment volatility is capped at a maximum of 15%.

03
Conservative phase

Bring it home! Reducing the risk to a minimum in the final 3 years means you finish safe and sound. 

Your investment volatility is capped at a maximum of 6.5%.

You don’t want all your eggs in one basket, so we diversify your portfolio to the max

The key to a long-term investment strategy is diversification across a broad investment universe. With Forward Quant, your investment is spread across assets from all across the globe, so you don’t have to worry about the ups and downs of regional financial markets. Equities, fixed-income bonds, money-market instruments, real estate… we give you access to them all. It’s a worldwide approach made in Luxembourg and Vienna: leading centers for financial innovation and highly-regulated investments.

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Diversification? Sounds good, but what exactly does it mean?

Over 100,000 global assets

across the investment universe.

More than 1,000 times

the average range of assets on the market compared to similar products.

Unlimited sets of investments

across asset classes and markets.

Excellent flexibility

and risk management over the long term.

It was important for me to work with experts with regards to saving and investing my money. With FWU investment products, I had the feeling that my money is safe and secure right from the beginning - I can therefore wholeheartedly recommend FWU’s products and expertise.

Annabel, 27
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Big data is changing the world, now it’s time for your investments to benefit

Numbers beat instinct, so it’s time to get technology on your side. With Forward Quant, investment decisions are calculated by a state-of-the-art, constantly-evolving algorithm. This smart use of data allows decisions based on analysis, not emotion. It’s got nothing to do with acting on gut feeling; it’s a sophisticated approach that makes your money go further. 

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So this clever algorithm of yours, what exactly does it do?

Performs deep analysis

that continuously evaluates complex financial data.

Calculates the best decisions

for your current risk type.

Filters emotions

out of investment decisions.

Balances between

security and opportunity.

Monitors your portfolio

24/7 and adjusts accordingly every two weeks.

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