Video

A Look at Our Quantitative Investment Approach

How the team uses quantitative tools and data in the investment process, where human judgment still matters, and why no tool removes market risk.

Read the transcript

We've significantly upgraded our trading tools in the last month. This is gonna help us serve clients, I think, much better in a number of ways, and help us more nimbly trade and be able to take advantage of opportunities as they arise in the market.

Automatic weekly cash sweeps

For example, one of the things that we're gonna be able to utilize with these new tools is, when it comes to cash deposits, clients put extra money into their account, this will automatically detect, sweep, and deploy and invest that money on a weekly basis. In our experience, many firms sweep cash less frequently, often monthly or quarterly, so weekly reinvestment can be a meaningful benefit for clients.

Putting money to work quickly

I like the idea, as I'm sure you do, of putting that money as quickly to work as we can, and that's gonna help us do that much more effectively.

Transcript edited for readability from the video. Machine-transcribed; may contain minor errors.

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