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Model Portfolios

Overview of Offering

MarketDesk Research Model Portfolios

MarketDesk Research Model Portfolios can be used as turnkey solutions to run customized equity sleeves for clients. The quantitatively managed models are rooted in statistics and use fundamental data and consensus estimates in order to maximize objectivity in security selection. The models are updated monthly and published with portfolio commentary.

✓  Quantitatively Managed — The algorithm behind each model is built to avoid human error and objectively highlight portfolio opportunities.

✓  Long-Term Perspective — Focused on factors driving long-term performance. Aims to provide an attractive risk/return profile across market environments.

✓  Monthly Updates — Updated model holdings and portfolio commentary is provided at the beginning of each month.

 

Model Portfolios

Focused U.S. Large Cap
 
  • 30 Growth & 30 Value Holdings

  • Equal Weight & Updated Monthly

  • Russell 1000 Benchmark

 

Monthly Update

 

Holdings File

Focused U.S. Small Cap
 
  • 30 Growth & 30 Value Holdings

  • Equal Weight & Updated Monthly

  • Russell 2000 Benchmark

 

Monthly Update

 

Holdings File

Focused U.S. Dividend
 
  • 30 High Dividend Yield Holdings

  • Equal Weight & Updated Monthly

  • FTSE High Dividend Yield Index

 

Monthly Update

 

Holdings File

ESG Active Opportunities
 
  • 30 Growth & 30 Value Holdings

  • Equal Weight & Updated Monthly

  • MSCI KLD 400 Social Index Benchmark

 

Monthly Update

 

Holdings File

Enhanced U.S. Momentum
 
  • 30 Momentum Holdings

  • Equal Weight & Updated Monthly

  • Russell 1000 Benchmark

 

Monthly Update

 

Holdings File

 

Subscribe for Performance Updates

If you would like to receive Monthly Performance Updates for the MarketDesk Research Model Portfolios, sign up with your email in the box to the right. You'll receive a PDF report each month with the latest total returns for each strategy.

To get in touch with the model portfolio team, please contact Portfolios@MarketDeskResearch.com.

Monthly Performance Updates

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