SMART BETA HEDGE FUND PORTFOLIOS ▸
For qualified clients, we provide access to hedge fund managers whose investment style matches theirs. We vet all hedge fund managers, and we provide access to only those that meet our strict criteria.
TRADING PLATFORMS ▸
Prime and Self-Directed clients can optimize their trading speed and efficiency with our customized Trading Platforms for mobile, desktop, and web-based trading of all securities and global markets.
RESEARCH PLATFORMS ▸
Combined with our customized trading platforms, Prime and Self-Directed clients can capture
news, create technical charts, get real-time quotes and fundamentals research.
1. See Brison, Gary P., Hood, Rudolph L., and Beebower, Gilbert L. (1986). “Determinants of Portfolio Performance,” Financial Analysts Journal vol. 42 (4), July/August pages 39-44 (reprint, 1995, Financial Analysts Journal 51 (1), pages 133-138, 50th Anniversary Issue). Gary P. Brinson, Brian D. Singer, and Gilbert L. Beebower, 1991, “Determinants of Portfolio Performance II: An Update,” Financial Analysts Journal 47 (3), pages 40-48; Roger G. Ibbotson and Paul D. Kaplan, 2000, “Does Asset Allocation Policy Explain 40, 90, or 100 Percent of Performance?”, Financial Analysts Journal 56 (1), pages 26-33.
2. The model portfolio’s asset class weightings may deviate from the sample allocation shown.