From the beginning, Numetrix Capital was envisioned as a collaborative effort, combining six independent investment management firms specializing in active management of the markets. The six firms bring together more than 50 investment strategies and have over 130 combined years of investment management experience.
The bottom line is Numetrix was created to provide solutions to many of the problems facing financial professionals in relation to manager/strategy selection and portfolio development. For example…
Problem: Which managers/strategies should be used in client portfolios? And then, perhaps more importantly, when do you make changes/adjustments? (Remember, clients have a tough time buying and holding ANYTHING these days)
Point: No one wants to admit it, but in reality, ALL investment strategies experience periods of underperformance from time to time. So, the question becomes: Do you know when to make a change? For example, ask yourself: What did you do after 2000 and 2008?
Point: Investment firms traditionally offer a dizzying array of products and then leave the advisor to choose what’s best. (Note: We believe that a long list of products does not a successful portfolio make!)
The Numetrix Solution: Numetrix has the expertise to select, monitor, and adjust allocations to managers and strategies. We know the programs, the managers, the strategies, and the markets.
Overarching Goal: At Numetrix, the end game for all of our portfolios is to “Own the best and ignore the rest.” We want to keep client assets in the top rated strategies – or more importantly – away from any strategies that may not be performing up to par at a given point in time.
All Numetrix Prorgrams Are Designed To:
- Remove emotion from the selection process
- Focus on the leading managers/strategies
- Adapt to changing markets (remember, bulls morph into bears and vice versa)
- Manage risk on a daily basis (risk happens fast, you need an exit strategy at all times!)
It is important to note that the Numetrix methodology removes emotion from the selection process. The goal is to keep client assets allocated to the top rated strategies, create “real diversification,” manage the markets on a daily basis, and afford portfolios the ability to dynamically adapt to changing market environments.