Our products
Get access to the never-before-seen models guiding top-performing public and private funds, endowments, foundations, and hedge funds.
Our investment model
Top Quartile Firms
Gain exclusive access to the investment models used by the leadership of top 5 public, private, endowment, and hedge funds.
Historical Scenarios
We trained models from 1945 to today and found there are nine macro-economic scenarios (9Box) for the markets. For each, we've found historical returns, forecasted durations, and anticipated future trends with bubble and bear market models.
Strategic Predictions
This model has outperformed peers for over 30 years. Leverage our confidential frameworks to anticipate upcoming market shifts and make the optimal asset allocation for each of these boxes.
What's changed
In 1980, Ibbotson-Sinquefield detailed historical returns by asset class, forming the basis for concepts like risk premiums, the efficient frontier, and diversification. As bond rates declined from 1980 to 2020, traditional diversification fell short, prompting innovations like increased leverage (e.g., All Weather) and the rise of alternatives (e.g., private equity) to meet return targets.
Today, the investment landscape is highly complex. While some alternatives have succeeded, many traditional strategies have not. With more data now available, our research shows that risk premiums perform reliably in specific economic conditions. We aim to simplify investing by offering a portfolio for each economic paradigm based on historical risk premiums and market insights.
Get access
To learn more about how we can implement our models into your investment strategy, contact us for more info.
Contact us for more info
Eagle Placement
Secure your company's future with our Turnaround service, providing one of the world's top 20 finance CEOs to guide your team during critical transition periods.
Streamline Performance
Receive monthly, standardized reports featuring market returns, strategic asset allocation tracking, and portfolio optimization, all aimed at enhancing decision-making clarity and effectiveness.
Guided Transformation and Oversight
Benefit from our strategic implementation support teams, ensuring that every transition is smoothly executed with expert oversight, leading to improved operational efficiency and strategic goal achievement.