INVESTMENT POLICY STATEMENT
Monitoring And Risk Management
Personalization
Portfolio Optimization
Security Forecasting
Execution
Monitoring and Risk Management
Model Benchmark
Required
Select the best Index for each Class
Stocks Benchmarks
Standard & Poor's 500
Standard & Poor's 1500
MSCI All Cap World Index
Russell 1000
Russell 2000
Russell 3000
Equal Weight S&P 500
Vanguard Total Market Index
Russell 1000 Value
Russell 1000 Growth
NASDAQ 100 Index
Dividend Aristocrats
Bonds Benchmarks
Barclays Aggregate Bond Index
10 year Notes
5 year Notes
Treasury Inflation Protected Strips
Investment Grade Corporate Bonds
High Yield Bonds
Global Bond Index
Alternative Benchmarks
Cash
5 year Notes
Treasury Inflation Protected Strips
Managed Futures
Oil
Hedge Funds Replication Index
Real Estate
US Dollar
Gold
Notifications
Required
Notify me when:
The portfolio Re-Optimizes
The Portfolio Re-Balances
A Stop Loss is Triggered
I get a Recommendation for a New Investment Idea
I get a Recommendation for Enhanced Forecasting and Optimization Policies
There is unusual performance activity
Cummulative performance gets far ahead of the benchmark
Cummulative performance gets far behind of the benchmark
Step 4 : Execution
Generate my Backtest
Generate my Backtest
Step 4 : Execution
