To help you manage your own clients’ portfolios in a rigorous and analytically consistent manner, QuantStreet offers a model portfolio subscription service. Our models are implemented using highly liquid, low-cost exchange traded funds (ETFs). On a monthly basis, subscribers receive two sets of ETF-based model portfolios:
Base portfolios reflect long-term risk-return tradeoffs in the market. These portfolio change slowly over time.
Tactical portfolios are designed using QuantStreet’s proprietary machine learning forecasting model. These react dynamically to changing market conditions and have monthly turnover between 5-15%.
Both sets of portfolios reflect concentration and other position limits (e.g., the investment grade allocation can’t be higher than 50% of the U.S. Treasury allocation) which are customizable to user requirements. We can work with subscribers to customize the model portfolios to their specific use cases.
The presenter is our CIO, Dr. Harry Mamaysky, who has two decades of experience studying financial markets as a portfolio manager at some of the world’s largest financial institutions and now as a professor at Columbia Business School. Learn more about QuantStreet here and about our Services here.