Revolutionizing
Asset Management with Gen AI

Nelumbium

Liquidity Risk Focused
Alternative Fund

Lotus Effect
Preserves Liquidity

About Us

Nelumbium aspires to become a leader in asset management and risk advisory by the pursuit of excellence and a quest for knowledge.

Nelumbium Capital is an alternative investment management firm with expertise in credit strategies. The firm was formed in 2019 by a group of individuals who had been investing since the mid-2000s in corporate bonds, convertible securities, credit derivatives, and listed equities. 
The firm’s competitive advantages include its culture of discussions, debates, and idea meritocracy. Our solutions are geared towards a long-term investment time horizon.
 
Financial literature and present-day portfolio management techniques are still based on historical analysis, stochastic assumptions, and shocks considered exogenous to a perfectly functional system.
 

Our basic premise is that “shocks to the system are not exogenous” and a new paradigm of financial theory is needed. 

We differentiate ourselves with our risk management where a new financial thought process takes advantage of the advancement of science, modeling techniques, and a novel methodology to come up with an ex-ante Risk Engine.

Risk Management

Traditional financial literature revolves around equilibrium assumptions in the market, participants are rational and representative of a group. Our methodology starts augmenting the existing models with real-world networks, evolutionary strategic games, behavioral nuances and heterogeneity in agents’ decision making with the use of Generative AI for calibration.
Our goal is to look around the corners and accommodate for a systemic shock building in the global economy. We take the decisions made by regulators and the responses by other participants to simulate stress scenarios and the inflection points.

Risk Management

Traditional financial literature revolves around equilibrium assumptions in the market, participants are rational and representative of a group. Our methodology starts augmenting the existing models with real-world networks, evolutionary strategic games, behavioral nuances and heterogeneity in agents’ decision making with the use of Generative AI for calibration.

Our goal is to look around the corners and accommodate for a systemic shock building in the global economy. We take the decisions made by regulators and the responses by other participants to simulate stress scenarios and the inflection points.

"Shocks to the system are not exogenous" and a new paradigm of financial theory is needed.

Research

Our value creation focuses on deep research and finding the optimal balance between opposing constraints for a liability driven investment portfolio.

Our alternative portfolios are an evolution from an actively managed mutual fund — where the clients have a total return goal and an alpha generation need to bring down the correlation with the market.

Research and risk management capabilities are designed to deliver superior through-the-cycle risk-adjusted returns for Retail and Institutional clients.

Patient

Research

Alpha

Research

Optimal Portfolio

Research

Nimble

Research

Risk Controlled

Research

Total Return

Research

Research

Our value creation focuses on deep research and finding the optimal balance between opposing constraints for a liability driven investment portfolio.

Our alternative portfolios are an evolution from an actively managed mutual fund — where the clients have a total return goal and an alpha generation need to bring down the correlation with the market.

Research and risk management capabilities are designed to deliver superior through-the-cycle risk-adjusted returns for Retail and Institutional clients.

Patient

Research

Alpha

Research

Optimal Portfolio

Research

Nimble

Research

Risk Controlled

Research

Total Return

Research

our values

Innovation, integrity and excellence in every investment

Our Vision

Pioneering the future of finance through intelligent asset management.

Our Mission

Leveraging Gen-AI to deliver unprecedented insights and efficiency in asset management.

Our Motto

Empowering your investments with the intelligence of tomorrow.

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