Your checking and savings accounts have been paying near-zero for years, and until recently, there have been few decent alternatives. That has dramatically changed in recent months. Higher-yield alternatives (well…
Optimal’s March 2019 rebalance of our client’s custom portfolios To ‘lift the curtain’ a bit on how we manage our clients’ portfolios, today (March 6) we implemented our quarterly…
In Q3, we saw a continued strong run by US equity indices relative to their active and factor-based counterparts. This comparatively strong index performance has been a outlier relative to…
Optimal Asset Management has been managing a smart beta Emerging Market Small Cap strategy for nearly five years (the strategy went live in October, 2013). In light of the recent…
Investing directly in the stocks underlying an index through separately-managed accounts opens up numerous benefits unavailable through pooled vehicles such as ETFs or mutual funds. Of these, perhaps the most…
The dramatic increase in stock market volatility witnessed in the first quarter persisted in the second quarter, albeit at a slightly lower clip. The volatility for Q2 was 12.5%. While…
The first quarter of the year brought stock market volatility that we haven’t seen in years. Our Dynamic Alpha strategy has responded to this environment by adjusting its factor exposures…
Monty Joshi, portfolio manager at Optimal Asset Management, takes a closer look at the benefits of factor timing to deliver low cost, data-driven alpha. Optimal Asset Management’s Dynamic Alpha strategy…
Momentum maintained its status as the strongest individual factor among the Optimal suite of factors for the third quarter of 2017. Optimal Portfolio Manager, Monty Joshi, highlights this in his…
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