Wealth Management Tag

31 Mar

Posted at 16:10h in Small Cap by

Alpha Quant® Small Cap Value portfolio is a systematic strategy that invests in companies with strong cash flows, lower debt and high free cash flow yield. With the goal of avoiding value traps, the strategy excludes companies with high levels of short interest. The strategy is built bottom-up and diversified across sectors and industries.

The portfolio is managed with a fundamentally based, systematic process with portfolio adjustments and annual rebalancing to equal weight to maintain the portfolio’s focused fundamental profile.

31 Mar

Posted at 16:09h in Defensive Equity by

SmartALPHA® Defensive Equity Strategy aims to outperform the market over a full market cycle. It is expected to strongly out-perform during periods of economic contraction through recession phases. The portfolio is managed to track an equal-weighted blend of the SmartALPHA® Defensive Growth and Value Indexes with the goal of further factor and style diversification. The indexes are constructed with a rules-based process with quarterly reconstitution and annual rebalancing to maintain the focused fundamental profile.

31 Mar

Posted at 16:08h in Defensive Equity by

SmartALPHA® Defensive Growth Equity Strategy aims to outperform the market over a full market cycle. It is expected to strongly out-perform during periods of economic contraction through recession phases. The portfolio will typically display strong earnings and revenue momentum and good cash flow generation. The portfolio is managed to mirror the underlying SmartALPHA® Defensive Growth Index. Portfolio is driven by a rules-based process with quarterly rebalancing to maintain the portfolio’s focused fundamental profile.

31 Mar

Posted at 16:05h in Defensive Equity by

SmartALPHA® Defensive Value Equity Strategy aims to outperform the market over a full market cycle. It is expected to strongly out-perform during periods of economic contraction through recession phases. The portfolio will typically display strong free cash flow generation, lower debt leverage and lower valuation multiples as compared to the benchmark and peers. The portfolio is managed to mirror the underlying SmartALPHA® Defensive Value Index. Portfolio is driven by a rules-based process with quarterly reconstitution and annual rebalancing to maintain the portfolio’s focused fundamental profile.

31 Mar

Posted at 16:04h in Small Cap by

Alpha Quant® SMID Cap portfolio is a multi-strategy portfolio that combines distinct systematic sub-strategies across small- and mid-capitalization quality and value investment styles. The portfolio is comprised of small- and mid-cap stocks selected based on profitability, valuation, low debt and strong cash flows. The strategy is built bottom-up and diversified across sectors and industries.

The portfolio is managed with a fundamentally based, systematic process with portfolio adjustments and annual rebalancing to equal weight to maintain the portfolio’s focused fundamental profile.

31 Mar

Posted at 16:03h in Large Cap by

Alpha Quant® Value Equity is a focused portfolio of 30 stocks that exhibit attractive valuations across large‐ and mid‐cap stocks. The strategy aims to exploit investors’ fixation with short‐term events and underappreciation of cash‐flow trends. The portfolio will typically display strong free cash flow generation, lower debt leverage and lower valuation multiples as compared to the benchmark and peers. The portfolio is managed with a fundamentally based, systematic process with quarterly rebalancing to maintain the portfolio’s focused fundamental profile.

31 Mar

Posted at 13:56h in Media Articles by

Women Advisors See Opportunity in the Great Wealth Transfer

 

March 31, 2026 by Sally Cates 

Women are poised to influence one of the largest shifts of wealth in modern financial history. According to Cerulli, through the next two decades, roughly $124 trillion is expected to move between generations — and women are projected to control or influence around 75% of those assets.

Yet women remain a minority in the leadership ranks of wealth management.

25 Mar

Posted at 16:36h in Media Articles by

How to invest in today’s market, according to a pro

 

February 19, 2026 By Lucy Brewster

James Diver advises high net worth clients on investing in a wild market.

As a financial advisor to high net worth clients at Procyon, James Diver has seen it all. But with war in the Middle East upending markets, AI causing economic chaos, and stagflation coming to the fore, it’s not business as usual these days.

10 Feb

Posted at 13:46h in Media Articles by

AI Threat Widens to Financial Sector

 

February 10, 2026  By Xavier Martinez

Markets reacted sharply this week as AI concerns expanded beyond technology and into financial services, weighing on wealth-management stocks.

In The Wall Street Journal, Massimo Santicchia, our Head of U.S. Equities, offered his perspective following the latest retail sales data:

“Just because there’s one data point, I wouldn’t say that there’s a sign of economic weakness.”