A Smarter Savings Alternative

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…

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Turkey/Lira Aug 2018 Crisis Update

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…

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Dynamic Alpha Recent Signal Switch

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…

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Q3 Factor Model Report

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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