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.
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.