investment strategies
Endless Flexibility with
Evidence-Based Strategies
Modelist provides a range of investment models, including thematic, strategic, tactical, and specialized, each designed to meet specific client needs. From long-term stability and active market adjustments to sector-focused opportunities and unique asset strategies, our models offer flexibility and customization for every investment approach.
Strategic: Long-Term, Risk-Aligned Investing
Strategic investment models are designed to align with an investor’s long-term financial goals, considering risk tolerance and time horizon. By maintaining a stable asset allocation, these models focus on consistency and discipline, reducing the need for frequent adjustments. Through diversified equity, target-date strategies, risk parity, and diversified fixed income, advisors can create portfolios that provide steady growth while managing risk at every stage of an investor’s journey.
Specialized: Solutions for Unique Objectives
For investors seeking more than traditional risk-based asset allocation, specialized models offer enhanced flexibility. These models integrate alternative assets, geographic biases, and unique investment approaches to meet specific financial goals. Whether targeting higher yields, managing downside risk through buffered exposure, or diversifying into non-traditional markets, specialized strategies enable advisors to construct portfolios tailored to distinct investor needs.
Tactical: Strategies for Market Adaptability
Tactical models take an active approach, adjusting portfolio allocations in response to shifting market conditions and emerging trends. By analyzing factors such as relative strength, consumer sentiment, and growth expectations, these models seek to capture short-term opportunities while mitigating risk. Tactical strategies incorporate sector strength, Fed rate expectations, credit and duration management, and economic indicators to help advisors dynamically position portfolios for changing economic landscapes.
Evidence-Based approach
Our team conducts thorough research into global macroeconomic trends, technical indicators, and fundamental factors. We distill this data into concise, comprehensible, and actionable insights, enabling financial advisors to seamlessly integrate these valuable perspectives into their models. This approach ensures that advisors can leverage the benefits of our in-depth research in a practical and easily understandable manner.
Evidence-Based investing process
Four Steps to Building a Rules-Based Strategy
IDEA
• Exploration of Market Drivers: Investigate the underlying factors that influence different markets and asset classes.
• Market Movements: Pinpoint current themes and potential disruptions that could shift market dynamics.
• Identifying Inefficiencies: Scrutinize the markets for inefficiencies or undervalued segments that could provide investment opportunities.
1.
FORMATION
• Process Design: Craft a robust and sensible strategy for capitalizing on the identified ideas.
• Execution Feasibility: Evaluate the strategy's practicability, ensuring it can be implemented efficiently.
• Asset Class Selection: Decide on the appropriate asset classes that align with the strategy and contribute to its potential success.
2.
ANALYSIS
• Statistical Analysis: Conduct comprehensive statistical analysis to gauge the strategy's performance and risk profile.
• Behavioral Analysis: Examine how the strategy adjusts to shifting market conditions, such as economic downturns, high volatility, or changing interest rates.
• Bias Identification: Examine any biases that may skew the strategy's effectiveness or its perceived value.
3.
ACTIONABLE INSIGHTS
• Simplification for Understanding: Translate complex strategy insights into simple, digestible information accessible to novice investors.
• Process Transparency: Clearly articulate the strategy's process, objectives, and execution steps to build trust and understanding.
• Behavioral Guidelines: Establish clear expectations regarding investor behavior and reactions to market movements to foster disciplined investment decisions.
