Portfolios using Alpha Mode use a collection of algorithms to surveil the prospective investments for potential productivity, making them compete for a place in the portfolio. Unproductive assets are replaced with those with observed potential durability and strength for the current environment.
In ALPHA MODE, EAGLEVIEW is like a financial navigation app, constantly evaluating choices to get you where you want to go. By focusing on risk-adjusted return, the engine forces investments to compete for effective use of client dollars.
Portfolios in Beta Mode are built of an adjusted blend of selected asset classes to meet the client’s risk tolerance. As investment environments change, the risk of underlying assets change. EAGLEVIEW’s surveillance provides the intelligence to manage the weightings to stabilize the risk profile.
In BETA MODE, EAGLEVIEW is like adaptive cruise control. You set your tolerance for risk and preferred holdings, and the engine adjusts the weightings to ensure the smoothest ride.
Visualization of BETA Mode methodology is for illustration purposes only.
Each portfolio is defined by a set investment objective which guides a fiduciary asset selection and observation process.
A documented strategy sets the risk tolerance, time horizon, asset allocation and other key factors to applying EAGLEVIEW’s surveillance to the portfolio.
The strategy then narrows the universe of observable securities into a target list of potential investments into a particular portfolio.
At the end of each day, EAGLEVIEW measures the price behavior based its underling algorithms.
Based on which of the two functioning modes has been selected for the portfolio, securities are scored for suitable selections in the current investment period.
On a planned schedule, the holdings are updated based on the results produced by EAGLEVIEW’s market surveillance.
Our portfolio design process can help you differentiate your firm with one-of-a-kind white-labeled portfolios and bespoke branding that elevates your unique value proposition.