|Quantitative Portfolios (QPs) combine the benefits of passive investing with the portfolio customization of managed accounts. Clients get low cost access to important market segments coupled with opportunities for personalization and tax management. It is time to take client portfolios beyond beta with QPs.
Portfolios tilted to factor exposures that increase the potential for improved risk-adjusted returns.
Market-cap weighted portfolios that track traditional indexes and provide cost-efficient beta exposure.
Video: How QPs Elevate the Client Experience
Each client’s investment challenge is different from the next and “one-size-fits-all” passive investments can often fall short in addressing important needs.
Watch this animated video to learn how our Factor-Enhanced and Market Series Quantitative Portfolios (QPs) can help take investor portfolios beyond beta and truly enhance the client experience.
Videos: The PMC Spotlight
QP portfolio managers underscore the unique features of each series and the role QPs can play in client portfolios.
As factor-based investing continues to grow in popularity, this presentation series will help you gain a better understanding of the markets, factors, and how these strategies work.
Webinar Replay: Portfolio Breakthroughs for High Net Worth Clients: Strategies for Beating the Benchmark
Recorded on April 16, 2015
The Trust Advisor moderated a session with Brandon Thomas, Chief Investment Officer, and Michael Featherman, Director of Portfolio Strategies, on the best strategies for beating the benchmark. Topics included:
- Factor exposures that increase the potential for generating excess returns
- Portfolio strategies that include a "factor indexing" component designed to improve client outcomes
- How to align portfolios closely with a client's values or specific tax needs
ACCESS THE REPLAY