CoreQ™ for Sub-Advisory & Model Delivery

CoreQ™ is a rules-based quality equity strategy that identifies and weights companies based on competitive durability, capital efficiency, and valuation discipline. It does this by evaluating a company's true ROIC through extensive adjustments to the reported financials, putting each company on equal and economically relevant footing for comparison. It is designed to be systematic enough to explain to your clients and robust enough to provide tangible value beyond the index.

The strategy pulls from the S&P 500 and constructs an equal weight portfolio from the top 100 companies according to the methodology. This is then rebalanced quarterly, but can be adjusted to the tax situation of your clients. For advisory partners, this means a strategy you can communicate with confidence — backed by proprietary research, delivered with operational simplicity.