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

- A sea of red for all asset class returns for a second straight week after the Fed raised rates by another 75bps.
- All sectors, styles, and factors declined. Energy stocks were the worst performing sector, declining 9%.
- Brazil and Egypt were the only two countries with stock markets advancing.
- Bull market in the US Dollar continues - the dollar was up whopping 3% for the week and has climbed more than 20% in the last 12 months.

You must first subscribe or login to access this content.

Market Outlook – The Weight of the Evidence: Play Defense

You must first subscribe or login to access this content.