Financial Markets Research

Data-driven historically informed research with a focus on managing risk across the market cycle

Asset Management

Where managing risk and investor behavior are the priorities

OCIO Services

Comprehensive platform to turn your practice into a money management firm

Asset Management

A risk mitigation approach to asset management available as separately managed accounts or model delivery

Research & Charts

Proprietary quantitative research published as a standalone service for advisors and individual investors. Hundreds of unique market indicators and charts.

CIO Outsourcing

Outsourced investment officer services for advisors ready to turn their practice into a process. Custom portfolio solutions & practice management tailored for successful advisors pursuing growth.

Latest Research

World Wrap

– Prices for global financial assets were mixed, but international equities outperformed.
– US cap-weighted equities advanced, but only 2 of 9 style boxes and 3 of 11 sectors climbed.
– Strong week for international equities and the largest one week gain for emerging markets since October.
– The price of Bitcoin breached $100k for the first time. Meanwhile, gold has struggled since the election.