Invsta Prime is the asset management arm of Invsta. Established in 2017, our team brings over 35 years of institutional financial market expertise to the nascent, yet highly disruptive world of blockchain technology, cryptocurrency and digital assets.

Since it’s inception in 2009, Bitcoin has pioneered the concept of an open source value transfer protocol running on a distributed peer to peer network, securing transaction records through cryptographic consensus. This initial use case - as a digital currency without the requirement for a 3rd party intermediary - has launched a burgeoning global movement seeking to uncover alternative use cases with the potential to disrupt traditional business models, industries and asset markets across the spectrum. This technology is paving the way for the next iteration of the internet, and the immutable, trustless transfer of value.

Invsta Prime has an unquestioned belief in both the long term prospects for this technology and the investment case for digital assets - but the path ahead requires careful negotiation. The elevated volatility and thin liquidity that goes hand in hand with nascent markets and technologies, and the failure of many projects to gain traction or establish meaningful use cases, requires a trusted partner with an in depth understanding of the digital asset space. Invsta Prime is your trusted partner.

We believe an asymmetric risk return profile lies with a ‘picks and shovels’ investment approach - one that seeks to gain exposure to this asset class via the best use cases and protocols that build the underlying infrastructure for the road ahead. Our investment thesis outlines a detailed explanation of the narrative, the potential for this technology to drastically alter the investment landscape over the macro time horizon, and provides a compelling case for digital assets to be considered a new alternative asset class, and an essential component of any diversified investment portfolio.

Invsta Prime provides a suite of professionally managed passive and active investment portfolios, designed specifically as a vehicle for the sophisticated investor to gain an exposure to this nascent alternative asset class.

Investor Dashboard and API Access

Secure, real time overview of your portfolio allocations, valuation and analytics. For institutions, we provide access to our API feed to integrate with internal portfolio management systems.

Premium Market Insights and Service

We provide our clients with regular fundamental and technical market commentary, news and views. We offer direct 1-1 access to the portfolio management team on request.

Custody of Assets

The protection and safe keeping of your digital assets is of paramount importance. We use multiple trusted, independent custodians to ensure the secure storage of client assets.

Experienced Portfolio Managers

Invsta Prime's portfolio management team leverages 35+ years of institutional trading and investment management experience. We strictly adhere to well defined mandates, overseen by the Invsta Prime Investment Committee.

Institutional Liquidity

Invsta Prime has established relationships with OTC trading desks, and institutional grade trading platforms, providing access to deep liquidity and superior execution ability.

Low Correlation of Returns

Our research suggests digital assets exhibit low correlation in returns with those of traditional asset classes, and hence an appropriate allocation may result in superior risk adjusted returns.

Daily Liquidity, With No Lock-up Period

Clients have access to daily portfolio liquidity, with no entry or exit fees and no lock-up or minimum investment period.

Security

Invsta adheres to best in class security practices to ensure the security of your data and funds. Invsta assets are stored in offline cold wallets with external custody providers such as XAPO and Kingdom Trust.

Registered Financial Service Provider

Invsta is a New Zealand Registered Financial Service Provider. We are subject to AML regulation and consult with financial market regulators in respective jurisdictions.

Multi-currency Support

We accept investment into our portfolios in each of USD, GBP, EUR,AUD,NZD,SGD, or JPY. We are able to facilitate investment in the portfolios via BTC or ETH

Accessible Minimum Subscription

We understand that the digital asset space is both volatile and an emerging alternative asset class. Our minimum investment requirements reflect this.
HNWI $25,000 USD
Institutions: $100,000 USD

Multiple Entity Types

We accept investment from multiple entity types. Whether you are an individual investor or acting on behalf of a trust or separate entity, we can - under most circumstances - put a structure in place that meets your requirements.

Invsta Digital Asset Portfolios

Investment into the digital asset space isn’t a simple process for the traditional portfolio manager or sophisticated investor. Complexities around securing wallets, connecting to exchanges and custody of assets, combined with fragmented, volatile markets that are influenced by a different set of price drivers make this alternative asset class difficult to negotiate.

Our portfolios are designed specifically to provide investors with exposure to a range of strategies covering the blockchain, crypto-currency and digital asset markets. From the long term passive Invsta Index portfolio through to the actively managed intra-day Invsta Infinity portfolio, we offer a range of strategies to meet your requirements.

OBJECTIVE

The Invsta Digital Assets Tracker Portfolio aims to deliver capital growth over the medium to long term by tracking the benchmark index in the blockchain technology, cryptocurrency and digital asset space.

STRATEGY

The portfolio is comprised of up to 15 of the largest, most liquid assets covering 85%+ of the aggregate total network value of the blockchain technology, cryptocurrency and digital asset space.. The strategy maintains a systematic rules based approach to deliver a passive, long only exposure, reweighted on a monthly basis. The portfolio does not invest in privacy coins.

Invsta Infinity Portfolio Risk Profile

Risk Profile

Traditional

Crypto

    This portfolio may be suitable for investors who:

  • Seek a passive, diversified exposure to the cryptoasset class that tracks the overall performance of the market

  • Have sufficient risk appetite to invest in a volatile market.

  • Have a 3-5 year investment horizon.

OBJECTIVE

The Invsta Bitcoin Portfolio is a single asset portfolio that aims to deliver investment returns that track the performance of Bitcoin using an active, long only approach.

STRATEGY

The portfolio is comprised of BTC and a dynamic cash allocation. The strategy maintains a long only bias with an event driven/technical hedging overlay that rotates into and out of up to a 30% cash allocation at the discretion of the portfolio manager.

Invsta Infinity Portfolio Risk Profile

Risk Profile

Traditional

Crypto

    This portfolio may be suitable for investors who:

  • Seek an actively managed exposure to Bitcoin

  • Have sufficient risk appetite to invest in a volatile market.

  • Have a 1-3 year investment horizon.

OBJECTIVE

The Invsta Ethereum Portfolio is a single asset portfolio that aims to deliver investment returns that track the performance of Ethereum using an active, long only approach

STRATEGY

The portfolio is comprised of ETH and a dynamic cash allocation. The strategy maintains a long only bias with an event driven/technical hedging overlay that rotates into and out of up to a 30% cash allocation at the discretion of the portfolio manager.

Invsta Infinity Portfolio Risk Profile

Risk Profile

Traditional

Crypto

    This portfolio may be suitable for investors who:

  • Seek an actively managed exposure to Ethereum.

  • Have sufficient risk appetite to invest in a volatile market.

  • Have a 1-3 year investment horizon.

OBJECTIVE

The Invsta Ripple Portfolio is a single asset portfolio that aims to deliver investment returns that track the performance of Ripple using an active, long only approach

STRATEGY

The portfolio is comprised of XRP and a dynamic cash allocation. The strategy maintains a long only bias with an event driven/technical hedging overlay that rotates into and out of up to a 30% cash allocation at the discretion of the portfolio manager.

Invsta Infinity Portfolio Risk Profile

Risk Profile

Traditional

Crypto

    This portfolio may be suitable for investors who:

  • Seek an actively managed exposure to Ripple.

  • Have sufficient risk appetite to invest in a volatile market.

  • Have a 1-3 year investment horizon.

OBJECTIVE

The Invsta Diversified 10 Portfolio aims to deliver investment returns above the benchmark via an active exposure to the largest network value assets in the blockchain technology, cryptocurrency and digital asset space.

STRATEGY

The portfolio is comprised of 10 components selected from the 20 largest network value assets spanning the cryptocurrency, smart contract platform and payments sectors. The strategy maintains a long only bias where each component is assigned a target weighting and a corridor, with an event driven/technical hedging overlay that rotates into and out of cash at the discretion of the portfolio manager. The portfolio does not invest in ICOs or privacy coins.

Invsta Infinity Portfolio Risk Profile

Risk Profile

Traditional

Crypto

    This portfolio may be suitable for investors who:

  • Seek a diversified exposure to the large cap digital asset market.

  • Seek an actively managed, long only portfolio.

  • Have sufficient risk appetite to invest in a volatile market.

  • Have a 3-5 year investment horizon.

OBJECTIVE

The Invsta Emerging Opportunities Portfolio aims to deliver investment returns above the benchmark via an active exposure to mid network value assets in the emerging blockchain technology, cryptocurrency and digital asset space.

STRATEGY

The portfolio is comprised of up to 15 assets selected from the 50 largest network value assets spanning the cryptocurrency, smart contract platform, payments, and infrastructure sectors, The strategy uses a rigorous research based approach to identify emerging projects with the potential to outperform the general digital asset market. A technical overlay is used to identify optimal entry and exit levels with asymmetric risk reward profiles. Where the number of appropriate investment opportunities cannot be identified, the portfolio may hold cash, or high conviction large cap assets.

Invsta Infinity Portfolio Risk Profile

Risk Profile

Traditional

Crypto

    This portfolio may be suitable for investors who:

  • Seek a diversified exposure to the large cap digital asset market.

  • Seek an actively managed, long only portfolio.

  • Have sufficient risk appetite to invest in a volatile market.

  • Have a 1-3 year investment horizon.

OBJECTIVE

The Invsta Quantum Sentiment Portfolio aims to deliver strong risk adjusted absolute returns by utilizing our proprietary sentiment based trading algorithm to capture short term opportunities in the digital asset markets.

STRATEGY

The portfolio creates an investable universe of assets that meet specific liquidity requirements, then applies a sophisticated proprietary sentiment based trading algorithm to capture long only asymmetric risk-return trades. Appropriate risk management techniques are used across both individual positions and the portfolio in aggregate.
The portfolio does not trade ICOs or privacy coins.

Invsta Infinity Portfolio Risk Profile

Risk Profile

Traditional

Crypto

    This portfolio may be suitable for investors who:

  • Seek strong risk adjusted absolute returns

  • Seek an actively managed portfolio that generates alpha in any market type by identifying short term tactical long only trades

  • Seek an exposure that takes advantage of short term market volatility

  • Have sufficient risk appetite to invest in a volatile market.

  • Seek a pure alpha generating component to compliment beta exposure in alternative Invsta portfolios.

OBJECTIVE

The Invsta Quantum Technical Portfolio aims to deliver strong risk adjusted absolute returns by utilizing our proprietary technical trading algorithm to capture short term opportunities in the digital asset markets.

STRATEGY

The portfolio creates an investable universe of assets that meet specific liquidity requirements, then applies our proprietary technical trading algorithm to capture long only asymmetric risk-return trades. Appropriate risk management techniques are used across both individual positions and the portfolio in aggregate.
The portfolio does not trade ICOs or privacy coins.

Invsta Infinity Portfolio Risk Profile

Risk Profile

Traditional

Crypto

    This portfolio may be suitable for investors who:

  • Seek strong risk adjusted absolute returns

  • Seek an actively managed portfolio that generates alpha in any market type by identifying short term tactical long only trades

  • Seek an exposure that takes advantage of short term market volatility

  • Have sufficient risk appetite to invest in a volatile market.

  • Seek a pure alpha generating component to compliment beta exposure in alternative Invsta portfolios.

OBJECTIVE

The Invsta Infinity Portfolio aims to deliver strong risk adjusted absolute returns by applying a short term, actively traded approach to the blockchain technology, cryptocurrency and digital asset space.

STRATEGY

The portfolio creates an investable universe of assets that meet specific liquidity requirements, then applies a discretionary short term trading strategy with systematic inputs to capture asymmetric risk-return trades. Appropriate risk management techniques are used across both individual positions and the portfolio in aggregate. The strategy has the ability to initiate short positions via derivatives and futures, undertake relative value tades and exploit statistical arbitrage opportunities.

Invsta Infinity Portfolio Risk Profile

Risk Profile

Traditional

Crypto

    This portfolio may be suitable for investors who:

  • Seek strong risk adjusted absolute returns

  • Seek an actively managed portfolio that generates alpha in consolidating, upward, and downward market trends

  • Seek an exposure that takes advantage of short term market volatility

  • Have sufficient risk appetite to invest in a volatile market.

  • Seek a pure alpha generating component to compliment beta exposure in alternative Invsta portfolios.