EVERY PORTFOLIO TELLS A STORY
Make Passive Active
Make Passive Active
Make Passive Active
A two-minute overview video: Click HERE
Research confirms that high conviction and best idea stock selection outperforms. It’s time to revive active investing by cutting costs, improving performance and modernizing the index industry. We have developed techniques to weight passive index portfolios by conviction
-- Let's make passive active.
People
Make Passive Active
Make Passive Active
The Innovation Beta team is led by an experienced financial services expert whose roles have included mututal fund portfolio manager, chief investment officer, and business builder at world-class financial services firms. Data science and model development by leading artificial intelligence and deep learning experts.
SEC Proposed Rule Change for 13F Reporting
SEC Proposed Rule Change for 13F Reporting
SEC Proposed Rule Change for 13F Reporting
The SEC has proposed to change the reporting limit for investment advisors from $100 million to $3.5 billion. This would eliminate over 4,000 advisors from the quarterly reporting requirement that has been in effect for over 40 years. Investors need more transparency not less.
Download and read our comment letter to the SEC.
What We Do
SEC Proposed Rule Change for 13F Reporting
SEC Proposed Rule Change for 13F Reporting
Over time, conviction leaves a statistical fingerprint in a portfolio. We mine portfolio data to extract valuable insights. Index composition weights are then adjusted by identifying changing levels of conviction. We can help you build strategies with conviction. We specialize in conviction weighted indices, concentrated high conviction portfolios and conviction ESG applications.