Our systematic research and technology solutions are flexible, helping clients in the asset management industry solve their most pressing challenges. Here are a few examples of how firms are leveraging our capabilities to innovate and grow.
Challenge: Differentiating service offerings and providing a personalized, yet scalable, investment experience for high-net-worth clients.
Solution: A wealth manager partners with us to launch a new suite of SMA portfolios. By licensing our systematic strategies, they can offer unique thematic or factor-based portfolios that go beyond standard market benchmarks. This allows them to attract and retain clients by providing a clear, differentiated value proposition and demonstrating a commitment to advanced investment techniques.
Challenge: Seeking new sources of alpha and needing to integrate complex quantitative signals into existing trading strategies without a major internal R&D investment.
Solution: A hedge fund uses our bespoke consulting services to integrate a custom quant overlay. We work as an extension of their team to engineer a proprietary signal based on their specific research goals. This allows the fund to enhance the performance of their core strategies, manage risk more effectively, and gain a competitive edge in a fast-moving market.
Challenge: The need to quickly and efficiently bring innovative new products to market to capitalize on emerging trends and investor demand.
Solution: An ETF issuer chooses to license and launch one of our white-labeled strategies. Instead of spending months on internal research and backtesting, they can leverage our fully developed and validated systematic framework. This dramatically accelerates their time-to-market, allowing them to be first movers in new categories like sustainability, specific factor exposures, or global macro themes.
Challenge: Expanding their platform’s offerings to include diverse, cutting-edge strategies that meet the needs of a wide range of advisors and their clients.
Solution: An SMA platform collaborates with us to add new thematic and factor-based offerings to their menu. By using our research and technology infrastructure, the platform can quickly integrate and validate new investment options, providing their partner advisors with a richer selection of scalable, high-quality portfolios to choose from. This boosts the platform’s appeal and empowers advisors to better serve their client base.
