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

– Commodities rallied – US Stocks advanced modestly – and International stocks and prices on US Treasuries declined.
– Mixed week for sectors and styles with 6 of 11 sectors advancing. Energy stocks shot higher, climbing 7%.
– More than 3 out of 4 countries declined last week, but emerging markets managed a positive week with help from a 11.5% rally in China.
– Stronger than expected jobs report sent Treasury yields higher, tempering expectations for additional rate cuts.