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 on all key global asset classes fell during the week. US Stocks and Real Estate were hardest hit.
– All sectors, styles, and factors declined. Large Cap Growth, driven by Tech stock performance, fared best.
– Emerging markets held up well in a down week – led by India, China, and Taiwan.
– Gold shot to another new all time high, and the US dollar was up a whopping 1.7% – surging to the highest level since November.