Frequently Asked Questions

What is FolioBeyond?

FolioBeyond delivers next generation automated investment management strategies utilizing institutional quality algorithms to you and your clients. Our investment algorithms are not only optimized to balance risk and return but also are highly adaptable to meet specific investment objectives and requirements. This can include simply reducing the investable universe of ETFs which we utilize for both Equity and Fixed Income strategies. FolioBeyond can work with you and your clients to address your constraints while still giving you both the best odds to achieve long term results which should exceed those of market cap-weighted indices.

What kinds of partnerships can be structured with FolioBeyond?

FolioBeyond is highly flexible in the kinds of arrangements we can undertake with institutional partners to operate on a discretionary or non-discretionary basis. For asset managers and allocators, we can partner with you in a direct manner, including co-marketing and business development. We can also offer "white-label" solutions, where your clients don't interact with FolioBeyond directly, except as required for regulatory purposes.

For institutions utilizing FolioBeyond to manage your investment strategies, we can structure portfolios to meet your investment objectives while addressing constraints for sector exposure and duration in Fixed Income, as well as any geographic or sector constraints in Equities.

How can FolioBeyond help me grow AUM?

Automated investment services are growing rapidly. Having product offerings with state-of-the-art algorithms can allow you to meet this growing demand. A robust automated solution will facilitate attracting new clients and assets without having to build your own product offerings, which may both be prohibitively expensive and time consuming. Partnering with FolioBeyond gives you a turnkey product along with marketing support which you can utilize to start attracting assets sooner.

Does FolioBeyond provide transparency into its investment strategies?

You would never advise a client to invest in something they didn't understand, and we don't think you should either. That is why we provide a very high degree of transparency into how we allocate investments to meet your clients’ objectives. The entire FolioBeyond team will work with you to explain what we do so that you can market and sell with confidence not only to your clients but also to any in-house constituencies.

Do FolioBeyond's strategies have scale?

Yes. Because we have selected the ETFs we utilize based on a number of important criteria including scale and liquidity, our strategies can scale to significant size, and relatively quickly. In addition, we can utilize the direct share creation/redemption process with ETF managers in cases where larger trading sizes could stress liquidity in the secondary market for specific ETFs.

Can FolioBeyond's algorithms be adapted to fit my firm's specific requirements?

Yes. Our algorithms can be modified to meet your firm’s requirements while still maintaining integrity to our underlying modeling framework. We can be largely agnostic as to the choice of investment products as long as there is sufficient historical data available for those products enabling us to analyze and incorporate that data into our algorithms.