Factors for Results

Tailor Your Investment Program for Differentiated Client Solutions

• Discover investments – stocks; ETFs; mutual funds; hedge funds – with the investment factors you demand
• Identify factor persistence – a high-impact due diligence input – across a wide array of conventional, market, economic, yield curve, and trading time periods
• Assemble investments into models or investable sleeves
• Evaluate models to an investment sentiment
• Capture insights with comprehensive investment and portfolio analysis
• Build proprietary investment themes
• Optimize portfolios to investment objectives
• Find investment clones and comparables in one step
• Share your discovery criteria, sleeves, investment picks, and advice models with your internal and external work groups