Institutional and individual investors use our approaches to:

DYNAMICALLY PROTECT PORTFOLIOS AGAINST MARKET CRASHES >>

OUTPERFORM THE MARKET TO ACHIEVE HIGH ABSOLUTE RETURNS >>

Dynamic Balanced (Multi-Asset)

Investors can find it challenging to hold static & over-diversified portfolios that periodically crash too much or earn too little.

Through dynamic asset allocation, Dynamic Balanced aims to protect the downside and maintain attractive returns. Our quantitative, rules-based model forecasts asset class risk and return, changing portfolio allocations over time.

Focused Quality (Active Equity)

Investors underperform benchmarks by allocating to active managers who don’t innovate to maintain an edge.

Focused Quality aims to outperform the market by systematically identifying companies with outstanding yet undervalued intangible assets such as management quality, employee engagement, customer satisfaction, brand & reputation.