Adaptability is Key
Having a system that can adapt to the dynamic conditions evolving across financial markets is key. A process that is constantly monitoring the market gives you the confidence to be invested, knowing that when conditions change, the portfolio will also change.
-
Investors Want Proactive Portfolio Changes
-
Mathematical Process Over Emotions
-
Capital Market Volatility Solution
-
Withdrawl/Cash Flow Predictability
-
Personalization with an Institutional-Level Portfolio
-
Differentiation with Value Added Portfolio Management
Technology to Execute Automatic Adjustments
Using data driven, automated approaches to reposition portfolios can provide advisors real benefits over traditional buy and hold portfolios. FINIAT’s technology chooses the asset size and style, down to the specific ETF. This happens across fixed income, domestic, and international equity ETFs automatically determining “what” and “how much”. Cash is included as an asset class giving the portfolio the ability to “lean in” and “lean out” of equities, targeting the Optimal Mix of Fixed Income and Equities up to a Maximum Allocation.
Optimizing Risk Adjusted Returns
Balancing potential returns against risk is at the heart of our approach, aiming for optimal performance under varying market conditions.
Avoiding The Worst:
Through a proprietary ranking system, our process ingests a large number of factors and strives to reallocate away from the weakest areas of the market.
Long Biased:
Statistically markets go up more than down. This is why buy and hold works over the long term. There are times, however, that if you could mitigate deep losses and effectively get back into the market, your experience and returns could be better. FINIAT’s algorithms are long biased for this reason. Our technology primarily wants to be fully invested, but can be pulled out of the markets at times of high downside volatility. The process is always trying to get back to fully invested as quickly as possible.
Digging Shallow Holes:
The sequence returns on an investment are generated is crucial to the long-term growth of an investment. Minimizing the cost to loss (% needed for an investment to get back to net 0 after incurring a loss) plays a significant role in the preservation of capital. By using a process that positions a portfolio in a way that maximizes its risk adjusted potential, large losses can be mitigated into higher returns in future markets.
Communicating to Clients:
Participating in a process that can be consistently communicated to clients, where clients understand you have a plan for the current market and their portfolio will change as the market changes, gives clients peace of mind and differentiates you from competition. While the result is important, the ride that gets you there can be equally important.
Optimizing Risk Adjusted Returns
Balancing potential returns against risk is at the heart of our approach, aiming for optimal performance under varying market conditions.
Avoiding The Worst:
Through a proprietary ranking system, our process ingests a large number of factors and strives to reallocate away from the weakest areas of the market.
Long Biased:
Statistically markets go up more than down. This is why buy and hold works over the long term. There are times, however, that if you could mitigate deep losses and effectively get back into the market, your experience and returns could be better. FINIAT’s algorithms are long biased for this reason. Our technology primarily wants to be fully invested, but can be pulled out of the markets at times of high downside volatility. The process is always trying to get back to fully invested as quickly as possible.
Digging Shallow Holes:
The sequence returns on an investment are generated is crucial to the long-term growth of an investment. Minimizing the cost to loss (% needed for an investment to get back to net 0 after incurring a loss) plays a significant role in the preservation of capital. By using a process that positions a portfolio in a way that maximizes its risk adjusted potential, large losses can be mitigated into higher returns in future markets.
Communicating to Clients:
Participating in a process that can be consistently communicated to clients, where clients understand you have a plan for the current market and their portfolio will change as the market changes, gives clients peace of mind and differentiates you from competition. While the result is important, the ride that gets you there can be equally important.
Ready To Get Started?
FOR FINANCIAL PROFESSIONAL USE ONLY.
ALL RESULTS ARE HYPOTHETICAL & ARE NOT RECOMMENDATIONS ON WHICH SECURITIES TO PURCHASE. INVESTING ALWAYS CARRIES RISK THAT CAN CAUSE SIGNIFICANT LOSSES.
FOR FINANCIAL PROFESSIONAL USE ONLY.
ALL RESULTS ARE HYPOTHETICAL & ARE NOT RECOMMENDATIONS ON WHICH SECURITIES TO PURCHASE. INVESTING ALWAYS CARRIES RISK THAT CAN CAUSE SIGNIFICANT LOSSES.
FOR FINANCIAL PROFESSIONAL USE ONLY.
ALL RESULTS ARE HYPOTHETICAL & ARE NOT RECOMMENDATIONS ON WHICH SECURITIES TO PURCHASE. INVESTING ALWAYS CARRIES RISK THAT CAN CAUSE SIGNIFICANT LOSSES.
