Smart Portfolios

 Require More Than Effort

 

Advisors, analysts, and portfolio managers:

Get the most intelligent and comprehensive investment discovery, portfolio builder, and optimization toolkit for top-end results.

Smart Portfolios
Require More Than Effort

Advisors, analysts, and portfolio managers:

Get the most intelligent and comprehensive investment discovery, portfolio builder, and optimization toolkit for top-end results.

Our Digital Research Assistant discovers investments and builds portfolios unlike you’ve ever done before.

PERSISTENT

Find investments with the factor persistence I want.

ALGO-FITTED

Enjoy a no-compromise search.

ALL INCLUSIVE

Avoid the frustration of limited investment types.

STRESS TESTED

Test my market sentiment.

ALIGNED

Strategically align  my other investments.

ESG ENABLED

Achieve consistency with my clients’ passions and beliefs.

It’s All Here. In One Place.

InvestIn has everything you need for common research, due diligence, or portfolio tasks:  searching for one investment to fulfill a specific portfolio requirement; defining a group of investments sharing a top-ranking in one or more Factors (a factor-based theme or sleeve); building a portfolio model to evaluate.   

And, for those pursuing Factor Investing for a single investment strategy or for the entire portfolio, InvestIn offers the only toolkit for every purpose (see “The Factor Takeoff” here).

“The Persistent Winners” is a groundbreaking whitepaper proving that investments with top 25% rankings for any of 50 quantitative statistical Factors at least two consecutive years are more likely to persist in the top 25% in future periods for that Factor. The more persistence, the higher the probability of future achievement.

Read about Factor persistence for investment selection and portfolio building.

 

Better Tools. Better Results.

3 integrated discovery tools + customized investable sleeves + advanced optimization = high-value portfolio building

P2 – Persistence Power: finds any investment best at any particular factor across multiple time periods.

F2 – Fit Finder: uses an exclusive and highly advanced genetic algorithm to always find investments with the best fit to any set of factors and time periods; there’s never an empty result.

C2 – Clone Collector: identifies investments most like a desired target; this is perfect for finding substitutes.

S2 – Saved Sleeves: enables saving selections from a results table into an investable basket that fully participates in the database as an investment; a sleeve is one of InvestIn’s incomparable portfolio-building and optimization capabilities.

Want Intelligent, Sensibly Built Portfolios? It’s Easy.

Choose Your Factors or Our IntelliSets

 

50 Risk/Return Factors

193 Fundamental Factors

16 ESG Factors

50+ IntelliSets

Analyze with Top-End Tables and Graphs

 

Percentile Rankings

Multiple Peer Groups

Market Cycle Segments

Specific Economic Periods

Build Portfolios or Select IntelliSleeves™

 

Select Investments for Portfolio

Multi-Level Portfolio Analysis

Optimize with Sophisitication

Save as Investable Sleeves

Clear Benefits.  Clear Value.

(Click the tab for the high-value benefit)
As you benefit, your AUM increases but your costs stay the same.
Just one newly-discovered investment produces multiples in client value.

Insightful ranking and analysis reduce portfolio exposure to below-average investments.

Proprietary portfolio strategies help keep clients from straying.
An easy-to-use workflow, pre-packaged choices, on-screen help, and fast processing get you productive immediately.
A secured web portal makes it fast and easy (dare we say fun too?).
Your Business Is All About ROI. Judge this ROI.

1 - 5 Users

(No discount)

$500

 

/user/month

(Optional hedge fund directory is an additional $6,000)

6 - 10 Users

(15% discount)

$425

 

/user/month

(Hedge fund directory is included)

10+ Users

(25% discount)

$375

 

/user/month

(Hedge fund directory is included)

Smart.

In Control.

Ready for Anything.

Get Our Top 10 Lists

We track 50,000+ investments - the good and the bad - across InvestIn's 270+ factors and combinations. Sign up to receive our monthly "Top 10" lists and gain an edge in how you manage your portfolios.