VISUALIZING OUR STRATEGY COMPLEX

Note: AAA is an active strategy that does not have an associated index.

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Long-Only

Quantitative Value

Systematic value strategy

Focused Value Factor

Minimum depends on investment vehicle

Managed Accounts and ETFs

Quantitative Momentum

Systematic momentum strategy

Focused Momentum Factor

Minimum depends on investment vehicle

Managed Accounts and ETFs

Alternatives

Value Momentum Trend

Long/Short Alternative

Three Factor Exposure

Minimum depends on investment vehicle

Managed Accounts and ETFs

AAA

Managed Futures

Advanced Alpha Architect

$5mm Minimum

Managed Accounts

Custom Asset Allocation

RAA Index

Tactical Asset Allocation

Robust Asset Allocation

Managed Accounts

1042 QRP

Affordable QRP Solution

ESOP Rollover Solution

Managed Accounts

Custom Solutions

Tailored for the Client

Customized Solutions

Managed Accounts

RECENT INDEX CONSTITUENTS

Category Download
QV Names Download
QM Names Download
IQV Names Download
IQM Names Download
SBCV Names Download
SBCM Names Download

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