WHAT MAKES US STAND OUT
Why FolioBeyond
FolioBeyond employs a disciplined approach utilizing institutional-quality algorithms to create optimal portfolios for core Equity and Fixed Income strategies, as well as more tactical Equity and customized Fixed Income portfolio allocations. We emphasize Factor-based and Volatility-weighted methodologies for Equities and a comprehensive Factor-based optimization model for Fixed Income.
Institutional-grade Algorithms
Our institutional-quality algorithms leverage robust approaches for portfolio construction, asset allocation, automatic-rebalancing and tax-loss harvesting.
Transparency
There are no biases for “in-house” recommendations or a limited number of investment funds in our selection universe. FolioBeyond works across ETF product sponsors choosing the best funds available in order to achieve our optimized portfolio solutions.
Easy Customization
Modularized algorithms allow for easy modification of the suite of allowable investment components and therefore control for credit exposure, risk and sector constraints.
Low-cost and Tax-efficient
FolioBeyond utilizes ETF products exclusively to benefit from their low average management cost and their tax-efficient construction.
