Active, globally diversified, ETF-based strategies
- Actively pursues outperformance
- Broad asset-class exposures that include liquid alternatives
- Opportunistic and intuitive allocations
A single-page (front-back) introduction for your clients to the investment methodology (Adaptive, Structured, or Tactical) and the value proposition of its related strategies
Strategy-specific details and representations of model-simulated or GIPS-compliant results over the prior period(s).
Presentations decks covering methodology, strategies, performance and historical data for use in client-prospect meetings
A powerful video illustration of sector volatility and correlation to the S&P 500 used as a complement to the presentation deck
Designed and programmed web-page content for inclusion in your website
As-needed reports providing timely updates and adviser talking points in response to client concerns during volatile market environments
An end-of-week infographic report on the status of risk-asset positions, plus brief commentary and updates
An end-of-month summary of markets and investment strategies
An end-of-quarter review of macro-economic market conditions and events
“ Easy reading is damn hard writing.„
At CataMetrics Management we take the written word seriously. With our experienced team of professional writers who understand our industry, you can have confidence that the communications we provide to you are well-written, understandable, compliance-sensitive, and delivered in a timely fashion. Our writers’ works have appeared in premier publications, and they have specific experience in financial investment commentary, copy writing, reporting, analysis, white-papers, and original research.
Seeking to generate alpha through an adaptive portfolio construction process that modifies allocations based on the current market environment.
A systematic, quarterly investment process that seeks to provide an optimal balance between expected excess returns relative to the benchmark while seeking to minimize the risk of underperforming the benchmark.
Provide investors with strategies that leverage market insights with the objective of outperforming their benchmarks over time on a downside-risk-adjusted basis.
Efficiently pursuing market returns through a diversified basket of low-cost, exchange-traded funds (ETFs)
A disciplined process that is focused on delivering the desired level of return and risk over the long term through consistent and effective exposure to the targeted basket of market betas.
Provides investors with durable, academically based portfolios that are built on a general belief in market efficiency.
Using an active risk management algorithm to seek returns over time from a near 100% allocation to US and global equity asset classes while only allocating to fixed income in unstable environments.
Risk levels can change quickly and dramatically turning a diversified stable portfolio into a high-risk unstable portfolio. By measuring risk in a granular way on a daily basis, the process seeks to maintain a stable and appropriate risk profile through all market environments.
Provide investors with portfolios that offer an alternative approach to risk management that avoids the reliance on strategic allocations to low-returning, high-opportunity cost fixed-income assets.