EQIS Allocations Scientifically Engineered
Our investment approach helps you choose the portfolio that complements your clients’ investing style and stay up-to-date.
In the ever-changing market environment, investors need a contemporary approach to asset allocation and portfolio construction. To manage these turbulent conditions, EQIS has developed its EAS-E models.
THE EAS-E MODELS
The EAS-E models span the spectrum of investment philosophies - from strategic to tactical - and all allocations are scientifically engineered. The allocations, which are managed by EQIS, are rigorously and methodically derived, primarily based on academic theory and evidence, but also based on in-house scenario analysis, computerized mathematical simulations, and our own proprietary quantitative modeling.
These pre-built, EQIS managed models could help you:
Increase your practice efficiency with easy-to-use professional asset management,
Save time so you can focus on your client relationships,
Prevent clients from emotional investing with scientifically engineered portfolios,
Serve clients at all life stages with portfolios made for both accumulation and distribution modes,
Help clients of all sizes and tolerances because the portfolios are built to be client-centric, and
Potentially provide clients with better returns and lower risk because the portfolios are comprised of institutional style investments
*EQIS may make allocation and manager changes to the model portfolios from time to time.