Robust Asset Allocation Index (RAA Index)

The Index seeks capital appreciation with downside protection.

  • Simple Asset Allocation  – The index focuses on robustness over complexity

  • Evidence-Based Stock Selection – The Index seeks value and momentum characteristics

  • Downside Protection – The Index seeks to minimize the chance of large losses

  • Fee Breakdown – Our fees are transparent (see table below)

Read our white paper on the Robust Asset Allocation Index

Factsheet
Methodology
Returns
RAA BALANCED
RAA MODERATE
RAA AGGRESSIVE

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Value and Momentum Factors

Implementation Options

Exchange Traded Funds

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REVIEW OUR STRATEGIES

Long-Only

Quantitative Value

Systematic value strategy

Focused Value Factor

Minimum depends on investment vehicle

Managed Accounts and ETFs

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Quantitative Momentum

Systematic momentum strategy

Focused Momentum Factor

Minimum depends on investment vehicle

Managed Accounts and ETFs

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Alternatives

Value Momentum Trend

Long/Short Alternative

Three Factor Exposure

Minimum depends on investment vehicle

Managed Accounts and ETFs

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AAA

Managed Futures

Advanced Alpha Architect

$500k Minimum

Managed Accounts

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Custom Asset Allocation

RAA Index

Tactical Asset Allocation

Robust Asset Allocation

Managed Accounts

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1042 QRP

Affordable QRP Solution

ESOP Rollover Solution

Managed Accounts

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Custom Solutions

Tailored for the Client

Customized Solutions

Managed Accounts

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