DISCIPLINED INVESTMENT PHILOSOPHY AND PROCESS
At QMA, we believe that continuous, comprehensive research is key to achieving superior investment performance. Our quantitative equity and global multi-asset investment strategies seek persistent return opportunities through the systematic application of fundamental insights.
AREAS OF EXPERTISE
RIGOROUS RESEARCH
Investment processes based on decades of ongoing research and continuous empirical testing.
PROPRIETARY PORTFOLIO CONSTRUCTION TECHNIQUES
Focus on fundamental characteristics to generate alpha and control risk.
DYNAMIC MIX OF FACTORS
Principles from valuation theory and behavioral finance guide our adaptive processes.
EFFICIENT USE OF FACTORS HELPS CONVERT RISK INTO RETURNS
providing consistent information ratios across our strategies.
OUR CORE
INVESTMENT BELIEFS
OUR CORE INVESTMENT BELIEFS
DISCIPLINED AND ADAPTIVE PROCESSES
Systematically evaluate assets using
adaptive factors to capture alpha.
RIGOROUS RESEARCH
Informs our investment processes and model enhancements.
SOLID FOUNDATIONS
Support sustainable risk-adjusted returns.
ALPHA GENERATION AND PRESERVATION
Focus risk on alpha through diversification across key factors.
DISCIPLINED AND ADAPTIVE PROCESSES
Systematically evaluate assets using
adaptive factors to capture alpha.
SOLID FOUNDATIONS
Support sustainable risk-adjusted returns.
RIGOROUS RESEARCH
Informs our investment processes
and model enhancements.
ALPHA GENERATION AND PRESERVATION
Focus risk on alpha through
diversification across key factors.
BENEFITS TO INVESTING WITH US
BENEFITS TO INVESTING
WITH US
TRANSPARENT EXPOSURES
ARE EASILY UNDERSTOOD
AND CUSTOMIZABLE.
DISCIPLINED INVESTMENT
PROCESSES PROMOTE
PERFORMANCE CONSISTENCY.
DYNAMIC MIX OF
FACTORS ALLOWS US
TO BE NIMBLE AND RESPONSIVE.
DIVERSIFICATION ACROSS
KEY RISK FACTORS ENHANCES DOWNSIDE PROTECTION.
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