Strategies

Equity Models

We believe that a model-driven process has the potential to generate enhanced performance. Our equity models are focused, rooted in fundamental analysis concepts and supported by extensive historical portfolio simulations.   

Proprietary Indexes

Our SmartALPHA® Indexes are rules-based strategy indexes to capture sector and style factors throughout the business cycle. These indices can be used to implement direct indexing or separate managed accounts. 

Independently calculated by S&P/Dow Jones.

ETF Strategies

Exchange Traded Funds (ETFs) allow investors to efficiently invest in the broad market or specific segments. We offer rules-based models that dynamically allocate to distinct equity sectors in relation to their fundamental and technical performance drivers.