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.