Solutions for Institutions

Optimal is a modern, technology enabled Asset Management firm. We bring together state-of-the-art factor investing technology and innovative business processes to create solutions tailored to the needs of the institution.

Our solutions aim to enhance returns by harvesting a range of factor premia and are available to implement at very low cost through highly liquid, risk-managed, factor and smart-beta portfolios. We have the privilege of working with some of the largest and most sophisticated public and corporate pension funds in the United States who currently invest over $2 Billion in our various strategies including over $500 Million in discretionary AUM. 

Our methodology leverages our unique software, Factor Allocator, to analyze portfolios, replicate managers and indices with a basket of stocks, and build sophisticated factor portfolios from scratch. Our custom universes and flexible execution will help us design portfolios specifically for your institution.


How We Can Help You

Robust Returns

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Reduce Risk

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Efficient

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Rules-Based

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Transparent

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Robust Returns


Target alpha systematically with factor portfolios

Reduce Risk


Diversify your portfolios by replacing funds or private separately managed accounts with a basket of liquid stocks

Efficient


OAM portfolios are low turnover, low fee and capacity friendly

Rules-Based


Preserve investment consistency with rules-based investing. Stop worrying about style drift and manager turnover

Transparent


Avoid surprises by knowing what you’re invested in.

All Optimal portfolio management techniques are 100% transparent.We are not a “black-box.”

Next Steps...

Sign up for Factor Allocator and start using our software today!

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Deepen your knowledge of Factor Allocator by signing up for a live demo.

Call us when you’re ready to start investing

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