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Investment Solutions and Beyond

Diversified suite of strategic investment solutions designed to protect, adapt, and grow your portfolio.

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Investment Products

Our Strategies

S&P500 PUTD Overlay

Enhancing a passive exposure to S&P 500

Overlaying the PUTD Alpha strategy on a core passive S&P 500 exposure. The strategy aims to improve performance while adhering to a defined tracking error budget.

Explore S&P 500 PUTD Overlay

Dynamic equity replacement strategy

Smoother equity with active risk control

This strategy uses an unlevered and liquid option strategy to mimic exposure to the S&P 500 index with improved risk characteristics.

Discover Dynamic Equity Replacement Strategy (DERS)

EFA Strength Target Strategy

Targeted exposure to developed markets

Dynamically adjusts EFA Index exposure based on momentum signals to enhance long-term risk/reward outcomes.

Explore EFA STS

EEM Strength Target Strategy

Targeted exposure to emerging markets

Dynamically adjusts EEM Index exposure based on momentum signals to enhance long-term risk/reward outcomes.

Discover EEM STS

MSCI UK Strength Target Strategy

Targeted exposure to the UK equity market

Dynamically adjusts MSCI UK Index exposure based on momentum signals to enhance long-term risk/reward outcomes.

Discover MSCI UK STS

MSCI Japan Strength Target Strategy

Smart beta access to Japanese equities

Dynamically adjusts MSCI Japan Index exposure based on momentum signals to enhance long-term risk/reward outcomes.

Explore MSCI Japan STS

EFA Dynamic BuyWrite

A next generation option overlay strategy

Applies a dynamic call-writing overlay on a long EFA exposure to generate yield while maintaining equity participation.

Discover EFA BuyWrite

EEM Dynamic BuyWrite

A next generation option overlay strategy

Dynamically overlays call-writing on EEM exposure to enhance yield while maintaining market participation.

Explore EEM BuyWrite

S&P500 Systematic Put Spread

An option-based long exposure to S&P500

Gain an exposure to S&P 500 with improved risk adjusted characteristics.

Discover S&500 SPS

Momentum Fund

Validus–VRG Momentum Fund

Capturing market trends and aiming for consistent alpha through our proprietary AI-driven strategies.

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PUTD Alpha

Volatility-Driven Alpha in

The PUTD Alpha Strategy aims to capture the enhanced characteristics of the PUTD Index relative to the S&P 500.

Explore PUTD Alpha

VIX Put Carry Strategy

Diversified return from volatility markets

Systematically captures volatility premium through VIX puts while maintaining defined downside risk.

Explore VIX PCS

VIX Futures Carry Strategy

Sourcing alpha in the VIX complex

Systematically captures VIX futures carry using a rules-based approach with controlled downside risk.

Explore VIX FCS

Stay Invested with Built-In Risk Control
Validus Equity Protection strategies help reduce equity drawdowns through dynamic hedging using an option-based approach. Remain invested in the market without participating fully to the downside.

See Equity Protection

S&P500 Systematic Put Strategy

Consistent downside protection for U.S. equities

Systematically buys S&P 500 puts to help reduce drawdowns and protect portfolios during market stress.

Explore S&P500 SPS

VIX Call Strategy

Tactical protection through volatility spikes

Implements a rules-based VIX call strategy to help offset equity losses in stressed market conditions.

Explore VIX Call

Long duration

Real Yield Strategy for Long-Term Inflation Coverage

With Canadian RRBs gone, long-term inflation protection demands a new approach. Validus delivers an innovative real yield exposure through a portfolio combining nominal bonds and a custom CPI hedge.

Explore Validus’ Real Return Bond Dynamic Exposure Strategy

Short duration

Protecting Purchasing Power Against Unexpected Inflation

Headline inflation can spike faster than portfolios can react. Validus targets short-term CPI sensitivity with a dynamic, commodity-linked hedge designed to respond in real time.

Explore Real Yield Protection Strategy (RYPS)

Premium Income with Downside Protection
The PUTD ETF captures premium income from the S&P 500 while aiming to reduce volatility and drawdowns, all within a single fund.

Explore the PUTD ETF

Solution Delivery

  • Dedicated Funds or ETFs
  • Managed Account (sub-advisory)
  • IP licensing

Who We Serve

At Validus, we build lasting partnerships with a diverse range of companies and clients, offering innovative investment solutions tailored to their needs.

Family Offices
We support both single and multi-family offices in their wealth generation and preservation mission through access to a broad range of innovative and institutional caliber investment opportunities.
Asset Managers
We partner with asset managers to refine their existing offerings and develop new ones by integrating our innovative solutions, whether through Validus Advisory or strategic licensing.
Institutional Investors
We support institutional investors such as pension funds and insurance companies by providing a comprehensive range of resources, including tailored advisory services, access to proprietary investment solutions, and flexible outsourcing options designed to enhance operational efficiency and scalability.
Registered Investment Advisors
We seek to build long-term relationships with registered investment advisors by supporting the growth of their practice through access to institutional-grade investment strategies tailored to their clients’ diverse needs. Our solutions help RIAs deliver advice more efficiently.
$170bn+
In Assets Under Advisement
$520bn+
In Trade Volumes Annually
200+
Clients Worldwide

Global

6 Offices in 5 Countries

Our insights

Common questions about investment strategies

How can I protect my portfolio from inflation and the erosion of purchasing power?
Inflation protection strategies include the use Inflation Linked Bonds (ILB) – which have been discontinued in Canada - exposure to commodities, alternative assets or securities (TIPS). These tools help maintain purchasing power by linking returns to inflation indicators like CPI. Discover Validus’ innovative strategy aiming to enhance the yield of a portfolio of nominal bonds to help protect investors’ purchasing power Discover our Inflation strategies
What are alpha strategies in investing?
Alpha strategies seek to outperform the market by actively capturing various sources of market inefficiencies. Some proven sources of alpha are momentum (i.e. trend), carry or volatility risk premia strategies. Alpha strategies are exhibit low or no correlation to traditional assets. Discover Validus’ set of strategies geared towards capturing various sources of alpha. Explore our Alpha strategies
What is smart beta and how does it compare to traditional benchmarks?
Smart beta strategies aim to implement active strategies on a core benchmark exposure to outperform the benchmark over the long term. At Validus, we offer a range of smart beta solutions that are rules-based, liquid, transparent and cost-efficient. Learn more about our Smart Beta strategies
How can I reduce downside risk in my equity portfolio?
Downside protection strategies use options overlays, derivatives-based hedges or tactical asset allocation and rebalancing to limit losses during market downturns. These approaches help investors stay invested while managing drawdowns. Investors tend to not use these strategies based on the perception that they will “cost” them performance. However, this is a misperception. Having the ability to deploy capital during periods of market stress when other investors are dealing with important drawdowns can provide access to many attractive investment opportunities. Discover Validus’ rule-based strategies that help manage downside risk in equity markets. See our Equity Protection strategy
What investment strategies work best in uncertain markets?
In volatile environments, option-based strategies, dynamic asset allocation, momentum investing and other types of thematic strategies can provide both resilience and upside. Combining alpha generation with risk management helps navigate unpredictable conditions. Not sure which approach fits your portfolio? We’re here to help. Get in touch to explore the right strategy for you. Contact - Validus

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