We Believe...

Broad exposure to asset classes can be achieved efficiently through the use of index funds and risk-controlled core funds.

Active strategies can also play a role in meeting investment objectives. Asset prices occasionally deviate from values implied by underlying fundamentals, and active management can improve returns by positioning a portfolio to profit from an eventual return to fundamentals. These deviations from fair values reflect systematic mistakes that investors make over time, across asset classes, and across cultures.

Producing favorable returns requires the careful use of time-tested principles. Building those principles into quantitative investment processes and following them in a disciplined way is the best approach to avoiding human biases common in investment management.

Ongoing research is the cornerstone of a successful investment organization. Every process must be rigorously tested and adhere to the strictest fundamental principles.

An investment process is only as good as the team that administers it. We believe that it is as critical to assemble the right team as it is to find a successful investment discipline. Quantitative Management Associates represents a unique and wide ranging combination of talent, training, experience and camaraderie that we believe will serve our clients well.