Our investment methodology uses an exclusive quantitative investment system based on the newest risk management and asset allocation techniques.
- The IQCIO investment process begins with a proprietary, Intelligent Portfolio Optimizer and the broadest, best-in-class universe of investable securities, funds and offerings.
- User (investor)-defined guidelines for factors such as volatility, risk tolerance and growth objectives are inputted into the Optimizer to begin IQCIO’s investment process.
- From that starting point, using machine driven Artificial Intelligence, or investor defined parameters, the Intelligent Portfolio Optimizer leverages outcomes based on an environment that fosters a high level of customization and flexibility. Innovation, in essence, is led by the human user and smart machine learning, combining the best elements of both types of intelligence.
- The Intelligent Portfolio Optimizer, utilizing extraordinary computing power, begins making intelligent investment decisions with the investor and system-defined criteria inputted into its quantitative algorithms. The outcome is a large set of investable portfolios appropriate to the investor’s tolerances. This can exceed hundreds of possibilities.
- Finally, the Intelligent Portfolio Optimizer back-tests all the possible portfolios to stress test which has the highest probability to be the loss minimizer of each of the portfolios that meet the initial criteria. The result is a unique and final portfolio solution that offers the lowest probability for losses and is most likely to meet investors’ objectives.