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

– International Equities and Real Estate were the best performing key global asset classes. Real Estate is positive year-to-date for the first time in 2024.
– Sharp one-week rotation out of Large Cap Growth in favor of unloved sectors and style boxes.
– International equities rallied broadly for the second week in a row, with 40 of 45 countries advancing.
– The Consumer Price Index fell month over month for the first time since the COVID pandemic began, leading mkts to speculate the odds of a Fed rate cut are growing.

World Wrap

– Global equities finished the week higher. US Treasuries were flat. Tech and Large Cap Growth drove US Equity gains.
– One of the narrowest stock market weeks in memory. Seven of nine style boxes declined – there was a 5% one-wk gap between Large Growth and Small Value perf.
– Broad rally for international equities across developed and emerging markets with 40 of 45 countries advancing.
– Commodities advanced, and crude oil climbed back above $85 a barrel. The dollar declined.