Values & Differentiators
At QuantStreet, our values and ethical culture drive all of our decision-making. Read below about how we are different from other asset managers and the values that serve as our beacon.
What Makes Us Different?
1. Academic Rigor and Real-World Experience
You benefit from an investing process that combines decades of investing experience at major financial institutions with rigorous academic research.
2. Transparency
Our investing strategy is transparent. You can see your portfolio any time by logging into your Charles Schwab account. You can also read our ongoing market updates and analysis.
3. Leveling the Playing Field
Many investors lack access to the kinds of resources and strategies used by sophisticated financial institutions. We set out to change that. At QuantStreet, you’ll have access to sophisticated investment tools available to our clients.
4. Risk Management
We design portfolios with the highest expected return at each client’s level of risk. All our strategies are dynamic, and respond to changing market conditions. We don’t use short selling, speculative options trading, and other high risk strategies, unless you ask us to.
5. Communication
Our Values
Ethical Culture
We believe that ethical behavior is the key to long-term success. We put client interests first in all we do. QuantStreet is also completely independent: We aren’t affiliated with any larger financial institution, insurance company, or other organization that incentivizes us to prioritize their products, so we never have a special interest in buying or recommending particular investments.
Transparency
We share our investing strategies and research insights with clients. We aspire to be an open book rather than a black box.
Leveling the Playing Field
We give you access to the types of resources and strategies used by sophisticated financial institutions.
Reasonable cost
We charge a management fee that is lower than that of many investment advisers. We never charge any hidden costs.
Respect
We respect our clients, employees, vendors, and partners. Our goal is for every person who engages with us to feel heard and valued.
Rigorous Research, Machine-Learning Models
Our research-driven investment process applies machine learning and the latest analytical tools to to generate your portfolio. The world is always changing, and we continually update our models to keep pace.
Industry-Informed Human Judgment
Through years of industry experience, we’ve seen how real-world markets can behave outside the scope of any model. This is why we use human judgment to review suggestions from the model.