The EQIS investment team is once again adding to your investment menu quality models and strategies with the availability of a new lineup from Chapoquoit, Focus Point Capital and Neuberger Berman.
These portfolios employ a quantitative investment process based on an advanced linear programming formulation that learns from past macroeconomic conditions. Its models focus on defending against severe losses, as Chapoquoit believes that limiting the impact of large losses that are regularly suffered by equities is the key to investment success. It does this by monitoring fundamental macroeconomic factors that influence portfolio performance. The portfolios include:
FPC Macro is a tactical risk-managed liquid alternative strategy that utilizes broad market index ETFs to dynamically allocate capital between equities, commodities and Treasuries, with the goal of participating in market upside while protecting the downside during severe market downturns.
The Neuberger Berman Large Cap Disciplined Growth Portfolio management team uses a combination of bottom-up, top-down, fundamental, and quantitative analyses, and seeks to identify companies it believes are undergoing positive fundamental change while selling at reasonable valuations. The team focuses primarily on large-cap equities.
If you would like to deploy any of these strategies using the EQIS platform, go to the respective client contact and from the Action drop-down menu in the upper right corner and select Change Asset Allocation.
This option is only available for clients who have provided you with trading authorization. If you do not have trading authorization, you can either submit a Limited Power of Attorney signed by the client or use the Client Directed Asset Allocation Form found on the Resources Tab and have the client sign it.
Your EQIS Business Consultant is available to help you implement these changes, or contact Advisor Services at support@EQIS.com or (800) 949-9936 and press 2.
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