We reject conventional active management.

Some investors gamble on active fund managers whom they think will be able to outperform indexes. The data shows that investors like this—who try to pick winning stocks/funds in advance— consistently fall short. Despite decades of evidence, many investors continue to pursue conventional active management.

Source: Mutual Fund Landscape, Dimensional Fund Advisors, 2015. Mutual fund data is from the CRSP Mutual Fund Database, provided by the Center for Research in Security Prices, University of Chicago.

we embrace a modern approach to asset allocation.

In the 80’s and 90’s, most institutions relied upon a simple mix of stocks and bonds to become properly diversified. After the tech stock debacle in the early part of the last decade and the subsequent frustration with equity returns, many high net worth individuals, pensions and endowments added a third asset class to their portfolios.

By adding a variety of non-correlating alternatives to a portfolio of stocks and bonds, these investors were able to significantly enhance risk-adjusted returns in their portfolios.

These alternatives were previously only available to the largest portfolios, not retail investors. Innovations in portfolio management now afford individual investors the opportunity to invest the same way as the largest portfolios in the country.

Source: NACUBO as of 6/30/13 (National Association of College and Business Officers and Commonfund Institute). Equal Weighted Average Asset Allocation for U.S. Higher Education Endowments and Affiliated Foundations for FY 2013.

Our QUANT+ Portfolio SeriesTM offers you a structured, evidenced-based investment strategy that removes the bulk of the guesswork. Two decades’ worth of innovations in portfolio management inform our approach.

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The four pillars of the QUANT+ Portfolio SeriesTM have been proven to add value throughout any market environment.

  1. MULTI-FACTOR STOCK APPROACH (SEMI-ACTIVE)
  2. MULTI-FACTOR BOND APPROACH (SEMI-ACTIVE)
  3. ALTERNATIVE STRATEGIES (ACTIVE)
  4. DYNAMIC ALLOCATION (ACTIVE)