Our Expertise
Academic research has shown that investors often make sub-optimal choices, helping to explain why most professionally managed funds lag their benchmarks. FWM believes that quantitative analysis can create a disciplined investment process that is less vulnerable to the subjectivity and irrational choices that plague most investors (and advisors). Increasing use of quantitative analytics is one of the most significant evolutions in the investment industry.
FWM’s principals are experts in quantitative investment management (see Our Principals). One of our most profound research findings is learning that high risk securities and investment strategies typically deliver poor returns, and therefore, should be avoided. FWM’s research-driven, risk-averse philosophy might be summed up by the familiar phrase, “the best offense is a good defense”.
FWM’s Expertise at Work
FWM’s Capital Growth Strategy uses quantitative analytical tools to build equity portfolios with favorable risk-adjusted return potential.
- We rate 4000 stocks around the world using our own multi-factor model that gauges each stock’s downside risk vs its upside potential. FWM’s proprietary model is based on 30+ years of ongoing research previously available only to institutional investors.
- We construct globally-diversified portfolios using a multi-factor model that optimizes the return vs risk profile of portfolio’s holdings. This methodology is based on Nobel prize-winning research used by institutional investors, but rarely applied to individual investor portfolios.
FWM’s Capital Preservation Strategy is heavily based on the principles of cash flow matching and liability immunization. The world’s largest life insurance firms and corporate pension funds use similar analysis to align their investment pay-offs with their contractual cash payouts, or in other words, so they “have the money they need when they need it”.
FWMs’ Custom Strategies are unique portfolios designed for unique client needs. Having access to financial information on securities around the world and using the analytical tools described above, FWM has the unique ability to engineer portfolios that target a specific client objective within a wide range of potential return, income, or risk possibilities.
The FWM Difference
Most financial advisors are not investment experts. Many rely on their parent firms for asset allocation models and recommended investments. Others try to identify the rare fund managers who consistently outperform, a very challenging task, or they throw in the towel and use index funds, where the best a client can do is to slightly underperform the market after paying advisory fees and investment-related taxes.
Our Expertise
Academic research has shown that investors often make sub-optimal choices, helping to explain why most professionally managed funds lag their benchmarks. FWM believes that quantitative analysis can create a disciplined investment process that is less vulnerable to the subjectivity and irrational choices that plague most investors (and advisors). Increasing use of quantitative analytics is one of the most significant evolutions in the investment industry.
FWM’s principals are experts in quantitative investment management (see Our Principals). One of our most profound research findings is learning that high risk securities and investment strategies typically deliver poor returns, and therefore, should be avoided. FWM’s research-driven, risk-averse philosophy might be summed up by the familiar phrase, “the best offense is a good defense”.
FWM’s Expertise at Work
FWM’s Capital Growth Strategy uses quantitative analytical tools to build equity portfolios with favorable risk-adjusted return potential.
- We rate 4000 stocks around the world using our own multi-factor model that gauges each stock’s downside risk vs its upside potential. FWM’s proprietary model is based on 30+ years of ongoing research previously available only to institutional investors.
- We construct globally-diversified portfolios using a multi-factor model that optimizes the return vs risk profile of portfolio’s holdings. This methodology is based on Nobel prize-winning research used by institutional investors, but rarely applied to individual investor portfolios.
FWM’s Capital Preservation Strategy is heavily based on the principles of cash flow matching and liability immunization. The world’s largest life insurance firms and corporate pension funds use similar analysis to align their investment pay-offs with their contractual cash payouts, or in other words, so they “have the money they need when they need it”.
FWMs’ Custom Strategies are unique portfolios designed for unique client needs. Having access to financial information on securities around the world and using the analytical tools described above, FWM has the unique ability to engineer portfolios that target a specific client objective within a wide range of potential return, income, or risk possibilities.
The FWM Difference
Most financial advisors are not investment experts. Many rely on their parent firms for asset allocation models and recommended investments. Others try to identify the rare fund managers who consistently outperform, a very challenging task, or they throw in the towel and use index funds, where the best a client can do is to slightly underperform the market after paying advisory fees and investment-related taxes.