Products & Services

Advisory

Manager Selection

Apply a systematic and quantitative approach to manager selection customizable to your specific needs.

Fund Cloning

Replicate a funds exposure, but on better terms (e.g. lower fees, more liquidity, no derivatives, no lock-up periods, tax efficient securities among others).

PORTFOLIO ALLOCATION

Build more efficient strategies at varying risk levels using our advanced Portfolio Allocation tools.

PORTFOLIO REBALANCING

Utilizing Factors in the rebalancing process improves market timing (among other benefits) due to their inherent link to macroeconomic risks.

PORTFOLIO MONITORING

Identify irregular manager, portfolio or instrument behavior. Compare factor contribution versus benchmarks.

PORTFOLIO ANALYSIS

Achieve a more granular and comprehensive view of your portfolio through multi-dimensional analysis.

FUND EXPOSURE EXPLANATION

Gain insights into performance drivers of hedge funds, absolute return funds, alternative funds and investments which do not report holdings.

Strategies

MULTI-LAYERED DIVERSIFICATION

Redefine benchmark, risk metrics and investments objectives.

PORTFOLIO OVERLAY

Overlays allow you to separate your core portfolio’s investment management process from an overlay portfolio.

INVESTABLE STRATEGIES

View our investable strategies and download our FactSheets to see how they are performing against our benchmarks.