Researching and Navigating Investment Models
Q: Can I see the holdings of a model before making an investment
A: No. Holdings data is proprietary to the model manager and is therefore not disclosed prior to allocation. The strategy microsite is designed to provide sufficient information to understand the manager’s objective and approach without revealing exact securities or portfolio weights. You can view the top five holdings of a model in the “Statistics” section of the microsite.
Q: How do I find the fee for a particular strategy?
A: There are two ways to find this information:
Use the search function — by default, the fee is displayed in the last column. You can customize the search criteria by clicking the gear icon in the upper-right corner of the main search page.
Navigate to the Disclosures page by selecting the strategy name from the search results.
The listed fee is inclusive of the platform fee.
Q: What does the product microsite include?
Overview – A high-level description of the manager’s strategy
Performance – Life-to-date performance of the strategy
Statistics – Key quantitative metrics and top five long/short holdings
About Us – Information about the manager and key strategists
Research – Thought leadership and market commentary
Disclosures – Legal and regulatory information
Due Diligence – Platform-conducted reviews, validations, and checks
Help Me Find Models Tool
Q: Can I use this tool for accounts not yet on the platform?
A: Yes.
Q: Does the tool guarantee a perfect match to my holdings?
A: No, the tool identifies models with the highest overlap, but an exact match is not guaranteed.
Q: What if I don't see any models with high overlap?
A: Check that your holdings are entered accurately and consider adjusting your selection between individual positions and sleeves.
Q: Can I analyze more than one model at a time?
A: Yes.
Q: Is there a limit to the number of holdings I can upload?
A: There is no stated limit, but uploading a complete and accurate list will yield the best results.
Creating and Managing Proposals
Q: Can I benchmark strategies beyond the S&P 500?
A: Yes. Multiple benchmarks are available for comparison. After selecting models in the Portfolio Builder, use the dropdown at the bottom of the page to choose your desired benchmark.