Quantitative Portfolios
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| REVIEW: Five Factors. Which Performed Best?
Not all factors perform equally. Brandon Thomas, Chief Investment Officer, analyzes how value, quality, momentum, volatility, and size fared during the previous quarter, as well as over longer periods of time. |
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| INFOGRAPHIC: Do Factors Add To Returns?
Certain factors can help deliver higher-than-market returns and lower portfolio risk.* PMC quantitative research evaluated four factors, and determined how much potential excess return each can provide. |
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| WATCH: How do Quantitative Portfolios 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 QPs can help take portfolios beyond beta and truly enhance the client experience. |
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| INVEST: Solutions to Achieve Beta, Factor Exposure, Impact
QPs combine the benefits of passive investing with the portfolio customization of managed accounts (SMAs and UMAs). Clients get low-cost access to important market segments and opportunities for personalization and tax management.
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| LEARN: Understanding Factor-Based Investing
Value, Momentum, and Quality are factors that increase the potential for improved risk-adjusted returns. Watch this presentation series to learn more.
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| WATCH: The PMC Spotlight on QPs
Our portfolio managers underscore the unique features of each series and the role QPs can play in portfolios.
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Tax optimization. Customization. Improved risk-adjusted returns. Find out if Quantitative Portfolios can work for you. |
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