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Model Portfolios

MDR Model Portfolios

Quantitative Investment Strategies

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 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

 

View Monthly Update →

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

  • Equal Weight & Updated Monthly

  • Russell 2000 Benchmark

 

View Monthly Update →

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

  • Equal Weight & Updated Monthly

  • FTSE High Dividend Yield Index

 

View Monthly Update →

ESG Active Opportunities
 
  • 30 Growth & 30 Value Holdings

  • Equal Weight & Updated Monthly

  • MSCI KLD 400 Social Index Benchmark

 

View Monthly Update →

Enhanced U.S. Momentum
 
  • 30 Momentum Holdings

  • Equal Weight & Updated Monthly

  • Russell 1000 Benchmark

 

View Monthly Update →

Tactical All Cap
 
  • 20-30 Holdings

  • Sourced from MDR Tactical Ideas and Strategy Snapshot reports

 

 

View Monthly Update →

See the latest holdings for each portfolio →

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