Portfolios
Our Process: Evaluate Research > Collect Data > Select Investments
We start by evaluating over 60 years of investment research, identifying the strongest ideas backed up by empirical evidence. Next, we carefully collect data by sorting through thousands of indices to determine the best way to capture research for real world application. The final step is to select investments by filtering the universe of funds to determine the best representation of both research and data. The result is broadly diversified portfolios that capture the power of naturally efficient markets and the factors that historically explain investment returns. These base index portfolios closely track our strategies. While not an exact match to each individual clients unique portfolio, they are meant to serve as examples of the experience for investors across the spectrum from conservative to aggressive.
We start by evaluating over 60 years of investment research, identifying the strongest ideas backed up by empirical evidence. Next, we carefully collect data by sorting through thousands of indices to determine the best way to capture research for real world application. The final step is to select investments by filtering the universe of funds to determine the best representation of both research and data. The result is broadly diversified portfolios that capture the power of naturally efficient markets and the factors that historically explain investment returns. These base index portfolios closely track our strategies. While not an exact match to each individual clients unique portfolio, they are meant to serve as examples of the experience for investors across the spectrum from conservative to aggressive.
