Sentences with phrase «proprietary model portfolio»

Not exact matches

archerETF is led by Vikash Jain, a registered portfolio manager who uses a proprietary tactical asset allocation model to determine a client's asset mix which is then implemented using Exchange Traded Funds (ETFs).

Using its proprietary Risk Fingerprint technology, Riskalyze quantifies risk tolerance and matches it to the appropriate model portfolio.

In this stage, we utilise our proprietary optimisation model to begin to convert our assumptions into a series of portfolios that account for the covariance between these assets.

The Subadvisor's portfolio decision - making process is primarily quantitative and driven by proprietary models which rank securities based on fundamental measures of value, past performance and indicators of recent positive changes.

PŮR Investing Inc.'s proprietary research assigns a «Risk Rating» number to each model portfolio.

The advisory features a Model Portfolio of no more than 10 of the advisory's best recommendations for a diversified growth stock portfolio along with Cabot's proprietary market timing inPortfolio of no more than 10 of the advisory's best recommendations for a diversified growth stock portfolio along with Cabot's proprietary market timing inportfolio along with Cabot's proprietary market timing indicators.

Proprietary risk modeling allows Causeway to measure and control risk in client portfolios.

Seeks to provide long - term capital appreciation by investing in a portfolio of international companies selected through proprietary quantitative modeling and bottom - up fundamental analysis.

TimesSquare believes that its proprietary fundamental equity research skills, which place particular emphasis on the assessment of management quality, an in - depth understanding of superior business models, and valuation discrepancies, enable the firm to build diversified stock portfolios that will generate superior risk - adjusted returns.

Seeking opportunities through mortgage - backed securitiesBroad securitized opportunities: The fund invests in mortgage sectors, including agency MBS and CMOs, and non-agency RMBS and CMBS, and ABS.Higher potential returns: By investing in mortgage - backed bonds, the fund can offer the potential for higher returns than an investment strategy focused only on agency MBS.Leading research: The fund's portfolio managers use proprietary models to assist in the evaluation of mortgage - backed bonds and to manage the fund's interest - rate risk.

Formulated asset allocation strategies and developed proprietary investment models for client portfolios.