Partnership Approach
FolioBeyond can work with Banks to discuss opportunities to leverage our algorithmic capabilities and create solutions tailored to their clients.
FolioBeyond can use its portable Fixed Income and Equity Investment strategies to meet Bank clients’ individual needs and risk tolerances.
Partnership Benefits
Tax-efficient, low-cost portfolio solutions for a broad array of clients.
Significant savings in cost and time versus resources required for in-house development of similar capabilities.
Higher expected risk-adjusted returns versus traditional actively managed market cap-weighted approaches.
