Enduring Strategies. Quantitatively Applied. Built to Your Specifications.
A Custom Model For Every Investor
Systematic Equity Models
- Enhance Long-Term Returns
- Based on proven academic research
- Value, momentum, quality and low volatility models
- A customized mix of models for each investor
Custom Multi-Asset Models
- Manage Risk and Limit Losses
- Go beyond the 60-40 portfolio
- Manage risk using proven factor-based approaches
- Diverse asset classes for different environments
Direct Indexing
- Optimize After-Tax Returns
- Track popular indexes more tax efficiently
- Customization using ESG and other factors
- Focus on low fees to enhance long-term returns