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

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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.

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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

– Global stocks and bonds advanced, led by international equities. Commodities declined.
– Sectors and factors were mixed with half the factors that we track advancing, and six of 10 key sectors moving higher.
– Emerging Markets outperformed on the back of another robust weekly performance from Asian stocks.
– All broad commodity sectors slid with Energy prices faring worst. Crude oil futures fell nearly seven percent.