Spectrum Quantitative Research (SQR)

Position. Profit. Preserve.

Spectrum QR

At SQR we provide Smart Indexing strategies, for investment professionals, which can be implemented, in-house, for up to 85% less than outsourced active management.

“…Do you have a solution for Smart Indexing with Embedded Risk Management…?”  Tom Doresy – Dorsey Wright & Associates

Our models employ a proprietary trend rotation system (TRS), with embedded risk management, to capture alpha and improve risk adjusted returns. The SQR TRS is grounded in momentum (trend following) and adheres to a systematic, rule based process designed to remove opinion, bias, and emotion from the investment process.

Smart Indexing models provide investment professionals with a dynamic overlay for passive investing. Each Smart Indexing strategy emphasizes low cost ETFs or Index Funds as the underlying investment vehicle.

At SQR we take a quantitative approach to selecting markets, constructing model strategies and managing risk. Our Smart Indexing models are designed to systematically adapt to market risk – seeking growth of capital in bull markets and preservation of capital in bear markets.

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We rigorously test our ideas over various market conditions, and are proud to offer investment professionals a suite of Smart Indexing models which show significant long term out performance vs.traditional static allocations and the S&P 500. SQR Smart Indexing offer investment professionals the potential for strong risk adjusted return at half the correlation to SPY (S&P 500 proxy), with significant reductions in overall equity drawdowns.

SQR Smart Indexing is available to investment professionals, and provides an active alternative for growth and preservation of capital. SQR is not a Registered Investment Advisor. Smart Indexing models are available through a licensed IP. Investors should consult with their licensed financial professional before considering any SQR model to determine if it fits with their financial goals, risks and objectives.

Smart Indexing

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Disclaimer
The materials provided on and through this site constitute a publication provided by SQR (“Publisher”). The Publisher is not a registered investment adviser as defined under the Investment Advisers Act of 1940. SQR materials are provided by the Publisher pursuant to Section 202(a)(11)(d) of the Investment Advisers Act of 1940. SQR materials constitute bona fide publications of general and regular circulation offering investment information of an impersonal nature to subscribers and/or prospective subscribers.
The information and materials provided on this website and through electronic communications are provided as a general source of information on finance and investment topics. While all reasonable efforts have been taken to ensure the accuracy of the materials provided, Publisher cannot and does not guarantee or warrant the accuracy or completeness of such information. The information provided by Publisher is not intended as specific, personalized investment advice, and may not be updated. Consult with a registered investment adviser prior to entering any investment transaction.
The materials provided by SQR may focus on certain market conditions or events to highlight a specific investment occurrence. Past performance does not guarantee future results. You should not rely on any past performance of an investment or market as a guarantee of future investment performance. Investment conditions fluctuate constantly as does the performance of specific investment vehicles.
Publisher and individual authors of materials on SQR may from time to time take positions in individual investment vehicles discussed in materials published on the site. Such positions will be disclosed in the relevant material.