Active Markets Require An Active Approach

Since 2017, FINIAT has provided actively managed solutions for portfolio managers to confidently lead their clients through uncertainty by optimizing returns and managing risk. Using a technology-driven approach to deploy proprietary algorithms engineered to both select and modify the exposures of individual assets, we seek to generate alpha by systematically selecting the most productive assets on a risk-adjusted basis within different areas of the market.

Advisors see that financial markets have become more volatile than ever before, making the process of selection and allocation tremendously challenging. Investors are recognizing the value of quantitative strategies that can eliminate the emotion and bias associated with discretionary investing.

Our quantitative engine is a real-time, algorithmic-based signal platform that scores assets daily for all possible holdings within its universe of securities. Ignoring arbitrary metrics and modeling off data points directly correlated to the asset’s price, our process has shown to make well-informed decisions both in the selecting and weighting of positions within a portfolio.

Typically, we rotate portfolios between low-cost, passive ETFs across equities, fixed income, and alternatives (cash). The equities seek exposure across the nine major style box cells for domestic and international securities. Fixed income is limited to ETFs investing in debt products, including convertibles, high yield, corporate, treasury, floating rate, and preferreds. Alternatives serve multiple roles depending on the use but primarily serve as a lower-risk alternative during times of high volatility investing in cash and money markets. Over ninety percent of portfolios using our process allocate more than half of the assets to strategies run by FINIAT.

Holding and allocation changes over a two-year period in one FINIAT process…

2020 illustrating a fluid process with incremental changes…

Partnering with us

By providing specific portfolio holdings and exposure weightings directly to your trade desk or an SMA account through a partner firm, FINIAT can customize a portfolio solution to meet your goals.