UCITS
Funds & sub-fundsModels for new or existing UCITS sub-funds, tailored to the mandate’s investment guidelines.
White-label model portfoliosYour mandate.
Our intelligence.
Your brand.
Bespoke investment recipes – powered by AI, delivered under your brand.
Launch funds and model portfolios without building a costly quantitative research team. You define the mandate and constraints. We calculate and optimise the initial asset allocation, then deliver ongoing rebalancing recipes via API or email.
Asset managersManCosAMC issuersFamily offices
THE ROBOFUNDS ENGINEHUMAN OVERSIGHT
01 / INPUT
Your mandate & constraints
RULES & DATA
02 / INTELLIGENCE
Robofunds AI Engine
Algorithmic optimisation + human approval
REST API / CSV / SFTP
03 / YOUR BRAND
Execution-ready rebalance recipe
Initial asset allocation and ongoing rebalancing under your brand.
mandate_rebalance.csv✓ VALIDATED
+24.81% YTD / +15.02% p.a.
The engine behind Robofunds Global A/S. As reported in November 2026.
6-month Dry-run
Validate live signals in parallel before a full contract.
100 % White-label
Your brand, your clients, your fund structure.
Past performance is no guarantee of future returns. Robofunds Global results do not predict the returns of a new mandate.
FUND TYPES & PRODUCT FORMATSOne engine.
One engine.
Multiple investment structures.
Your legal framework. Our strategy engine. Initial asset allocation and subsequent rebalancing recipes can be tailored to different funds, products and accounts.
AIF
Alternative fundsBespoke strategies for alternative investment funds, including RAIF and SIF structures where appropriate.
ETF
Active & index-basedStrategy models for active ETFs or rules-based indices, by agreement with the fund’s partners.
AMC / ETN
Certificates & ETPsWeights and rebalancing recipes for certificates and other structured products through your issuer.
SMA
Individual accountsModel portfolios for individual client accounts at wealth managers, private banks and robo-advisors.
PENSION
Unit-linked & poolsExternal strategy models for pension and insurance-based investment solutions.
01 / MANDATE BUILDING BLOCKSYou set the rules.
You set the rules.
Our algorithms do the heavy lifting.
From a UCITS sub-fund and an AIF to an AMC certificate or a bespoke model portfolio. The model is calibrated to your investment guidelines and risk profile.
1
UCITS
Model portfolios for a new or existing UCITS sub-fund. The mandate is tailored to the sub-fund’s investment guidelines in collaboration with your ManCo.
2
Universe & geography
Choose global equities, specific countries such as the Nordics or France, sectors and thematic universes.
3
Portfolio concentration
Define the position count: from high-conviction portfolios of 15–20 stocks to broadly diversified mandates with hundreds of assets.
4
Risk & constraints
Set single-stock caps, sector limits, currency exposure limits, liquidity thresholds, ESG exclusions and volatility targets.
5
Weighting & optimisation
Combine fundamentals, momentum and risk data to optimise portfolio weights within your constraints.
6
Rebalancing frequency
Time-based: Fixed intervals, such as monthly or quarterly.
Trigger-based: When agreed thresholds are reached, such as a price decline of a specified percentage.
Dynamic: Timing and scope adapt to the model’s ongoing assessment within the mandate’s constraints.
02 / FROM MODEL TO DELIVERY
From strategy to execution-ready trade file.
Keep your custodian, execution desk and fund administrator. At every rebalance, receive a validated recipe with target weights and trade deltas, quality-checked by the investment team.
- Human approval before delivery
- ISIN, target weight and change per position
- REST API, SFTP or encrypted CSV
RF-EU-QUAL-20 / ILLUSTRATIVE EXAMPLE
European quality 20 UCITS● Rebalance ready · Human approved
Sample mandate · Maximum 20 French equities
| ISIN | Security | Current | Target | Delta | Action |
|---|---|---|---|---|---|
| FR0000121014 | LVMH Moët Hennessy | 5.30 % | 6.50 % | +1.20 % | BUY |
| FR0000120578 | Sanofi SA | 6.20 % | 5.80 % | −0.40 % | TRIM |
| FR0000120271 | TotalEnergies SE | 0.00 % | 5.20 % | +5.20 % | NEW |
| FR0000120628 | AXA SA | 4.90 % | 4.90 % | 0.00 % | HOLD |
Delivery via REST API, SFTP or encrypted CSV. Risk metrics such as VaR and exposure are available as optional services.
{
"mandate_id": "RF-EU-QUAL-20",
"rebalance_timestamp": "2026-11-14T08:30:00Z",
"human_approval_status": "APPROVED",
"risk_metrics": {
"expected_vol_annual": "11.4%",
"var_95_1d": "1.18%"
},
"allocations": [
{
"isin": "FR0000121014",
"ticker": "MC.PA",
"target_weight": 0.065,
"delta": 0.012
},
{
"isin": "FR0000120578",
"ticker": "SAN.PA",
"target_weight": 0.058,
"delta": -0.004
},
{
"isin": "FR0000120271",
"ticker": "TTE.PA",
"target_weight": 0.052,
"delta": 0.052
}
]
}An illustration of format and process. Not a live portfolio or an investment recommendation. The table shows an extract only.
03 / FROM FIRST CONVERSATION TO PRODUCTIONTest on your own mandate,
Test on your own mandate,
before you commit.
Mandate scoping
We define your investment universe, hard constraints, risk parameters and technical delivery preferences.
Prestudy & backtest
We configure the rules and deliver historical simulations, key ratios and stress tests across market regimes.
Parallel dry-run
Run the algorithm alongside an existing fund or shadow portfolio. Track signals and benchmark results in real time.
Live production & scaling
Activate API or email delivery. Execute in-house or agree a solution in which we also handle execution.
Validation before a full contract
You may proceed after the prestudy or the optional dry-run. The prestudy carries an agreed fee. Backtests are simulations, and a dry-run does not guarantee future results.
04 / A PARTNERSHIP BUILT TO SCALEBuild your business.
Build your business.
We power the engine.
Scalable pricing model
Transparent setup
An agreed fixed fee for the prestudy, setup and calibration of your specific constraints.
AUM-aligned partnership
An agreed share of management fees, such as basis points of AUM or a share of TER, combined with a minimum fee.
Aligned incentives
A pricing model aligned with mandate size, scope and growth. Specific terms are agreed individually.
Technology & ownership
Flexible delivery
Receive weights and trade files via Robofunds REST API, SFTP or encrypted CSV by email.
Risk analytics to suit your needs
Optional calculated risk metrics including Value-at-Risk (VaR) and portfolio exposure, down to real time.
Your relationship. Your brand.
You retain ownership of your brand, fund structure and client relationships. We provide the models, computing power and signals.
Your existing setup is the starting point.
TAKE THE OVERVIEW WITH YOU
The whole concept. One page.
Download our partner brief covering mandate options, delivery formats and the journey from first conversation to production. Ready to share with your team.
LET’S START WITH YOUR MANDATE
Ready to model your next fund?
Tell us about your investment universe and idea. Let’s discuss the possibilities, the process and a potential prestudy without obligation.
+45 26 23 44 44info@robofunds.dkROBOFUNDS GLOBAL A/S · CVR 44247445