Creating a customized beta strategy to align with client values and return objectives
Select from large, mid or small cap companies in core, value or growth categories.
Select from turnkey set screens FFV Scorecard™, Catholic Core™ or customize to align with your values.
Several ways to implement including FIX connection, trading at custodian or providing instructions to platform. Measure and reconcile performance and attribution over time.
Develop a custom index and provide portfolio details and limited back testing. Adjust strategy as needed.