The year of 2012 marked the beginning of the "Synergy Finance Tactical Asset Allocation Fund", based on the modern investment philosophy, when they reduce the psychological factor of fund manager to zero and make investment decisions systematically, after having processed the research results of the last fifty years. One of the first investment funds, managed by algorithmic principles in the Baltic countries, is using an innovative system, which periodically refreshes itself, adapting to the current market situation, and thereby allowing to generate a long-term positive investment return, regardless of the economic cycle's stage.
"We wanted to set up such a fund, when customers are protected against significant losses, and can expect the increase, corresponding to the profitability of the major assets groups. We are pleased that our idea has proven to be an attractive one for others – we have our loyal customers and partners. Their investments are profitable, while the fund itself is well appreciated by the financial experts both in Lithuania and abroad," - said Lukas Macijauskas, currently a PhD student at VGTU.
According to Lukas Macijauskas, he became interested in investment during the third year of his studies, when participating in the programme "Work and Travel", during which he spent a couple of summers in the United States. The person started to think how to invest the money earned. Interested in the investment, he not only began to study for Master's degree at the Faculty of Business Management at VGTU - corporate governance in investment management specialization, but also with his like-minded partners founded the investment management company "Synergy Finance".
Being responsible for the investment modelling and testing strategies, used in the activities of "Synergy Finance", he is currently conducting a study on market participants' behaviour and efficiency of their decisions, for his dissertation. The PhD student at VGTU is looking for the decision-making algorithm, which would allow, while exploiting irrational behaviour of market participants, to improve the ratio of profitability and risk in investment.
The investment system, developed by Lukas Macijauskas and his colleagues, based on facts and research, rather than opinions and forecasts, in 2014 allowed the Synergy Finance Tactical Asset Allocation Fund to outrun more than eighty per cent of the investment funds, available for non-professionals in Lithuania.