We believe every investor should have access to professional investment management services regardless of their level of wealth, which is why over the years, we have designed and developed a range of services for our investors to meet their varied and complex needs. This principle is part of our mission to ensure that no group of potential investors is denied access to our investment services.
We don't sell cookie-cutter portfolios. We take the time to understand your individual financial goals and needs and build a tailored portfolio to help you meet your objectives. We also check in regularly to see if anything has changed in your life that may warrant portfolio strategy updates..
With approximately 650 billion dollars assets under management, we are one of the largest asset managers in the world, managing assets with active investment strategies. We help private and institutional clients develop their investment portfolios and protect their wealth. From fixed income to equities to alternative investments, we give clients access to our global network of world-class investment specialists.
These days, it's more important than ever to have a plan. Our version of financial planning not only gives you the confidence to know you're ready for anything, but is also designed to help you reach all your goals in the days ahead.
Navix Financial has one of the most extensive geographic reaches of any financial firm. This platform gives you not only a broad international perspective, which is important in today's global marketplace, but also a deep understanding of local markets. We can therefore help companies expand into new territories, tap into global financial markets and apply international best practices alongside local conventions and laws.
Through our expertise and dedication, we transform the plans of the world's most successful
individuals, families and institutions into action so that we can help our clients reach their
most
ambitious goals.
Spanning decades and generations, our longevity comes from the recognition that we are more than
a
financial institution. We are active participants in our communities, global leaders in business
and
philanthropy and thoughtful architects of innovative employee benefit and support programs.
Our teams strive to create value through private equity, public equity, fixed income, forex
trading ,
venture capital and real estate investments across multiple sectors, industries, and
geographies.
We believe that our people and the shared values we've espoused since our founding remain the
core of
our competitive advantage. This has empowered us to deliver an enduring impact to a diverse
group of
investors including pensions, endowments, foundations and individuals.
our investment decisions are driven by economics. We use hard data, intense technical analysis and proprietary historical information to guide us in pursuing the best risk-adjusted investment opportunities in the most advantageous geographic areas.
We are proud of what we have accomplished, but we are even more excited about where we are headed. The future is bright, with spectacular possibilities to invest in and transform the digital economy.
We manage investments by applying the same value-oriented investment philosophy across a focused
set of strategies.
We believe we can take advantage of price inefficiencies in the global market to generate
long-term
outperformance.
We do so by diligently researching and assessing an investment's opportunities and risks, and
having
the discipline and patience to invest with a long time horizon.
We're highly selective in constructing portfolios and invest with a goal of producing attractive
total
returns across a range of economic and market scenarios
Decades of investing have shown that investor perceptions fluctuate more widely than underlying fundamentals. That's why we believe it's impossible to consistently predict short-term price movements.
Our Industry team and Fixed Income analysts are the engine behind idea generation and
risk
analysis across our investment strategies.
Our analysts covers all the capital
structure
of companies.
A strong price discipline is an essential characteristic of our investment philosophy. When a company's or issuer's valuation reflects pessimism about its current challenges.
As a global provider of market-leading indexes, advanced analytics and multi-asset investment
solutions,
we have the extensive quantitative and qualitative expertise to help you invest for a better
future.
Our investment solutions include asset allocation, traditional and alternative manager research,
portfolio construction and more.
We address your specific needs through a comprehensive, structured process honed through our
work with
some of the world's largest and most sophisticated investors.
Our comprehensive and structured investment process is informed by 25 years of providing consulting services to pension funds, foundations, endowments and financial intermediaries such as insurance companies, wealth managers, family offices and other investors.
We provide a range of discretionary solutions to help meet your investment objectives across the public and private markets, including outsourced chief investment officer (OCIO) services, discretionary managed accounts, funds-of-one, and a variety of managed portfolios designed for financial advisors.
Our advisory and discretionary services and solutions cover private markets, risk premia and marketable alternatives. Harnessing our extensive global research, database of managers and time-tested quantitative tools, we can tailor investment solutions to your specific needs and objectives.
Successful trading requires a certain level of knowledge. To increase your chance to profit, it's important to know as much about the markets and the trading strategies behind them as possible.
As an experienced fixed income manager, we know that the best strategy is one that meets your needs. Our fixed income strategies follow a conservative investment philosophy that doesn't involve leverage, derivatives or currency trading.
Navix Financial is one of the world's largest diversified real estate investment managers, offering a broad spectrum of solutions across private real estate debt and equity.
Our knowledgeable international portfolio trading team assists with the planning and
implementation of
cash flows, estimates and transitions.
Our global trading platform helps to balance globalization.
The team of Navix Financial's Portfolio Trading Strategy provides customers with a personal
service to
assist our clients with portfolio design, transformation and ongoing risk assessment. The team
provides tools for the Navix Financial Cube app which includes risk analysis, portfolio creation
and
previous trading analysis. Significant market indicators and liquidity events are also analyzed.
You can trade forex CFDs using leverage, meaning you can gain a potentially higher market
exposure by
putting down just a fraction of the full value of your trade.
Higher exposure leads to bigger ups and bigger downs.
With forex trading, you can speculate when one currency is rising as well as falling as compared
to
other currencies.
Our pricing engine aggregates live prices, in real time, from our liquidity providers and
calculates a
mid-point.
A custom-built pricing algorithm automatically calculates the spread symmetrically around the
mid-point for each tradable instrument.
This mid-point fluctuates throughout the day as market prices change.
It is our goal to provide increasing levels of quality pricing, transparency and execution
services so
that we can provide you with the best trading experience.
We are committed to execution quality and transparency. That's why we provide execution
statistics to
provide that transparency our traders want.
Our employees drive our firm's success, and we support their development by providing opportunities to succeed. We hire and promote employees based on merit, potential and "will-do" attitude. We empower employees to achieve excellence as they grow a lifelong Navix Financial career. While everyone forges their own unique path at Navix Financial, we are all on a journey together
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Navix Financial recognizes and rewards hard work and dedication because our employees'
contributions are
what make our success possible. We celebrate wins of all sizes and make sure each employee's
great
work does not go unnoticed.
Authentic recognition is the norm across every level, role, department and country to
encourage and
reinforce our values.
We support each other. In our open office environment, everyone from entry-level employees
to VPs
shares the same space and is treated as an equal. Teams are motivated to collaborate and
interact
without physical or organizational barriers.
Our customized development programs and award-winning training help employees excel in their
current
roles, while gaining new skills to prepare for their next one
We make it easy for employees to participate in community service. We work with local organizations throughout the year to identify and promote hands-on volunteering events. In addition to our hands-on support, we've made significant annual donations to non-profits and offer a generous corporate matching gift program for employees to multiply the impact of their personal donations.
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