A theme-based approach offering breadth and flexibility

A systematic, rules-based process results in unique insights and efficiencies

Our themes are the building blocks of a solid, diversified portfolio and manifest across a range of customizable financial products

Supported Financial Products

  • Separately Managed Accounts
  • Principal Protected CDs
  • Structured Notes
  • Variable Annuities
  • ETFs (in development)

 

Current Deployments: Thematic indexes in Goldman Sachs-issued structured products; SMAs at Ascent Capital Management; variable annuities at Global Atlantic. We also run SMAs on the Motif platform.

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