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AlphaCycle Investment Models |
F-Squared Investments focuses on building investment models which attempt to track, as closely as possible, the performance of AlphaCycle Index. These models are comprised of a basket of individual securities which are intended to replicate the performance of a specific AlphaCycle Index*.
F-Squared investment models are available for licensing for use in overlay separate account programs, mutual fund sub-advisory, or institutional sub-advisory.
Each AlphaCycle Index is constructed utilizing the theories of AlphaCycle investing, and consists of a portfolio of 'best in breed' mutual funds. Using sophisticated replication technology, F-Squared Investments is able to build individual security tracking models for each AlphaCycle Index, in lieu of a direct investment into the index's underlying basket of mutual funds. This process avoids the layering of fees typically associated with a fund of funds structure. F-Squared Investments is a registered investment advisor which constructs investment portfolios designed to track, as closely as possible, the performance characteristics of a specific AlphaCycle Index index.
As a 'virtual' investment management firm, F-Squared Investments is able to pass on significant cost savings to its clients, be they professional wealth managers or direct retail investors. F-Squared is able to offer actively managed investment models at index prices– i.e., at a fraction of the cost of a more 'traditional' active investment management firm.
* F-Squared Investments DOES NOT GUARANTEE that the performance of the tracking models will in fact replicate the performance of the target Actifindex index with any degree of accuracy.
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