Fixed income

Systematic Edge – Fixed Income and Custom SMA Team

The team believes in a disciplined, quantitative, model-driven approach to investing. Markets have undergone a transformation through advances in data availability and technology, providing new tools to capture investment opportunities.

Investment approach

A factor-based, systematic process of predict-decide-learn

A disciplined research process helps validate investment hypotheses.

The team’s research process has four main tenets: economic rationale, evidence-based efficacy, minimal cognitive bias, and a feedback loop.

Consistent performance may be achieved through systematic implementation.

The team’s decisions are characterized by unbiased portfolio construction, robust risk management, and efficient implementation.

Ongoing improvements are realized through a feedback loop framework.

By constantly reviewing the attribution of portfolio characteristics, the team attempts to better understand how a portfolio's return and risk sources change.

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The Remi engine

The team’s systematic investment engine, Remi, supports multi-asset, customized, tax-managed solutions and portfolio optimization.

Systematic implementation

A factor-based systematic process provides a robust framework to deliver customized solutions for clients targeting specific outcomes.

Risk management

The team’s independent risk management provides a consistent, unbiased framework for evaluating risks and exposures within a portfolio.

We look forward to helping you with your investment needs

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