Products & Services for Advisors

Smart tools and solutions for exceptional advisors

Other fund managers try to guess the future. We look to the past. Data science helps us understand market history, and this provides the basis for a smarter investment approach. Our strategies are informed by the research produced from the best academic thinking in the world. Our multi-factor, or “Smart Beta,” approach seeks to improve portfolio outcomes, reduce costs and increase transparency. Our ETFs provide you precision tools that help you build portfolios your clients can count on.

Our Process

Needs Assessment
Needs Assessment

In a world of competing priorities we take the time to listen and identify your needs. Our goal is alignment. We start by gaining a detailed understanding of your practice, your values & beliefs and your investment philosophy. Next, we equip you with vital knowledge about how markets work and how quantitative investing can improve your clients outcomes. We are not satisfied until you have deep understanding and confidence that it works.

Portfolio Strategies
Portfolio Strategies

We understand your portfolio is deeply personal to you. If it makes sense and when you are ready we are equipped to do a deep-dive into your book. This will involve a thorough analysis of the gap between where you are and where you want to be. We’ll work on integrating quant strategies into your existing mix and run a detailed analysis of how this can help improve your ability to serve your clients.

Practice Management
Practice Management

Our goal is to help you succeed. That means guiding you towards your desired future state. Is your business scalable? Are your clients sticky and profitable? How differentiated is your brand and visual identity? No two practices are the same so we start by helping you identify your top strategic priorities and then breaking down the work to accomplish your goals.

Continuing Education
Continuing Education

Are you ready to seize the opportunity to leverage quant to differentiate your practice? We continually invest to create thought provoking content and we are committed to providing education and coaching to help you become a leader in the space. Our intimate and informative conferences provide a forum where investment advisors, portfolio managers, academics and CEOs discuss the latest issues, trends and research.

Our Team

Our advisors and researchers come from industry and academia, carrying every designation from PhD to Chartered Financial Analyst and Chartered Professional Accountant. Decades of experience and a rich store of knowledge make us experts at explaining quant and finding unique solutions for individual investors. Our solutions are powered by proven strategies that give investors control, confidence and peace of mind in their financial journeys.

meet the team

SBEA:NEO

SBEA is an active global equity exchange traded fund (ETF) built on three factors that have historically been associated with higher returns. These factors are Equity, Value and Momentum. Equity-based investing targets the equity of a company rather than bonds, real estate or other asset classes. Value companies are those that have low prices relative to their reported financial performance. Momentum companies are those whose stock price performance has done well in the recent past. On top of these, we add Trend Following, a risk management technique that advocates investing in equity markets when they are trending positive and moving to lower risk assets when the trend is negative. Results from the analysis of historical market data show that exposure to these factors can result in possibly higher returns with reduced risk.