Model Portfolios

Backed by Quantitative Research Framework

Portfolios are designed to deliver better client outcomes with increased consistency. Our investment philosophy focuses on disciplined asset allocation and prioritizes risk-adjusted returns.

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Philosophy

Leading Indicators

Portfolio Construction

White Label Models

Committee Resources

Investment Philosophy
Repeatable Quantitative Process

Our investment approach is centered around evidence-based investing. Instead of basing decisions on near-term trends or “expert” opinions, our team focuses on historical data, leading indicators, and statistical probabilities to guide core asset allocation ratings and tactical idea generation. This quantitative overlay rewards facts, not opinions.

✓ Disciplined Investment Process – Consistent, repeatable framework

✓ Active Risk Management – Focused on minimizing portfolio volatility

✓ Long-term Perspective – Risk-adjusted returns across market cycles

Statistics

Evidence Based Investing

History

Fundamentals

Leading Indicators
Simplifying Asset Allocation

A leading indicator is an economic factor or variable that tends to change before the overall economy. Our team uses leading indicators to forecast broader shifts in the economy and market before they occur. The Quant Pack Report houses 20+ proprietary indicators MarketDesk has developed to guide asset allocation decisions.

✓ Early Signals of future potential changes in the economy

✓ Eliminate Guesswork from investment decisions

✓ Enhance Returns with the aim of reducing portfolio volatility

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Portfolio Construction
Turnkey ETF & Equity Strategies

ETF Asset Allocation Models
Tax Efficient Solutions

Quantitative Equity Indices
Single Stock Strategies

MarketDesk Model Portfolios are designed to deliver better client outcomes with increased portfolio consistency. Our investment philosophy focuses on disciplined asset allocation and prioritizes risk-adjusted returns. The model portfolios help free up time, improve ongoing risk management, reduce overhead costs, and enhance your firm’s platform through expanded research and investment capabilities.

All models are updated the first week of every month. The ETF Asset Allocation Models are constructed using low-cost passive ETFs with the goal of increasing tax efficiency. The Quantitative Equity Indices are rooted in statistics and employ a rules-based framework to maximize objectivity in security selection.

✓ Common-Sense, Straightforward Portfolios – Logical solutions that resonate with your clients

✓ Easy to Implement & Maintain – Dynamic models built to be used in a variety of ways

✓ Monthly Updates – Portfolio commentary provided monthly with performance recaps