Registered Investment Advisors
Serving Advisors, Aggregators, Wealth Managers, Asset Managers, and Hedge Funds.
Multi-Factor Equity Portfolio
A US-based investment firm specializing in managed futures wanted to broaden their investment offering by expanding coverage to include equity securities. However, they lacked in-house quantitative equity expertise and faced significant financial and time-related barriers to developing that capability.
How We Partnered
STRATxAI worked closely with the investment firm to understand their needs for the first phase of their equity investment launch. We recognised their focus on alpha generation and outperformance, combined with a long-term vision for a quantitative equity strategy. Leveraging our proprietary AI engine, Alana, we developed a range of portfolios tailored to their specific requirements. Through a collaborative co-creation process, we refined these options to identify the optimal portfolio solution.
Client Results
Our client went from a standing start to launching a fully developed multi-factor equity investment strategy for their hedge fund within just 2 months. Despite their primary focus on managed futures and lacking in-house quantitative equity expertise, they successfully co-created a tailored investment portfolio through their partnership with STRATxAI. Since its launch in Q2, the multi-factor portfolio has outperformed all benchmarks, including the S&P 500.
Ready to Partner?
By partnering with STRATxAI, RIAs are able to leverage our proprietary AI technology to develop customized model portfolios designed to generate alpha and align with their specific investment objectives.
Our model portfolios empower RIAs to navigate market complexity, scale operations, improve operational efficiency, and attract the next generation of clients.
Discover how STRATxAI can elevate your investment process.