Leverage our proprietary alternative data signals and sophisticated quantitative modeling to deliver differentiated, risk-managed returns for your high-net-worth clients. Stop relying on generic factors and gain a true informational edge.
A Systematic, Rules-Based Advantage
Standard strategies and funds often fall short of client expectations. Finding consistent alpha and meaningfully differentiating your practice is more challenging than ever. SharpeMetrix empowers RIAs and Portfolio Managers like you with a distinct informational advantage.
Implement sophisticated, systematically managed portfolios directly. Benefit from our ongoing research and rebalancing while focusing on client relationships.
Harness the full power of our SharpeMetrix Power List™ rankings for screening, filtering, and generating unique investment ideas tailored to your mandates.
Powerful Data, Simplified Interface
Explore model performance, dive into rankings, and analyze portfolio changes with our enterprise-grade platform designed specifically for financial advisors.
Track overall model performance metrics.
Analyze detailed model performance and characteristics.
Analyze recent portfolio changes and trades.
Access and screen our proprietary stock rankings.
The Advisor Time & Fee Challenge
Traditional portfolio management is consuming your most valuable resource: time. Meanwhile, high TAMP fees are eating into your practice's profitability.
42–47 hours/week spent on client meetings and preparation work
Only 7–12 hours/week remain for critical business development activities
TAMPs help reclaim this time through automation of trading, rebalancing, and research
Most TAMPs charge high fees for their services, creating significant strain on practice financials
These costs compound over time, reducing the profitability of client relationships and limiting growth potential
SharpeMetrix offers institutional-quality management at a fraction of traditional TAMP costs
Blending Quant & Alternative Data
We meticulously combine proprietary alternative data signals with enhanced quantitative factors to build portfolios designed for superior risk-adjusted returns.
Analyzes analyst quality, peer trends, and guidance to generate more accurate forward-looking EPS & Revenue forecasts.
Leverages ML sentiment analysis on transcripts to predict performance based on language nuances.
Uses patent and foreign visa (H1B) data to predict industry innovation intensity and future growth potential.
Incorporates forward-looking earnings expectations for a more dynamic valuation beyond historical ratios.
Differentially weights accruals based on sustainability, moving beyond simple earnings quality measures.
Uses proprietary peer-benchmarking with economically linked firms and captures cross-stock effects.
Adjusts volatility factor to mitigate other risks, presenting a purer measure predictive of future performance.
Actionable Strategies Tailored for Advisors
Select from our range of systematically constructed portfolios designed to meet diverse client objectives.
| Model Portfolio | Universe | Holdings | Annual Return | Excess Return | Sharpe Ratio | View |
|---|---|---|---|---|---|---|
| iShares Equal Factor 7
ETF
| Sector Rotation | 7 | 14.2% | 4.0% | 0.80 | View Details |
| SharpeMetrix Small Cap Edge 30 | Russel 2000 | 29 | 18.6% | 8.4% | 0.80 | View Details |
| SharpeMetrix Large Cap 50 | S&P 500 | 49 | 16.8% | 4.6% | 0.92 | View Details |
| SharpeMetrix Large Cap Earnings | S&P 500 | 39 | 13.7% | 1.5% | 0.71 | View Details |
| SharpeMetrix Small Cap Value Edge | Russel 2000 | 39 | 19.0% | 8.8% | 0.66 | View Details |
| SharpeMetrix Core Alpha 50 | Russel 1000 | 49 | 17.3% | 5.6% | 0.88 | View Details |
| SPDR Factor Advantage 3
ETF
| Sector Rotation | 3 | 15.3% | 1.9% | 1.02 | View Details |
| SPDR Equal Factor 3
ETF
| Sector Rotation | 3 | 15.8% | 2.4% | 1.04 | View Details |
| SharpeMetrix Small Cap Edge 50 | Russel 2000 | 49 | 19.1% | 8.9% | 0.85 | View Details |
| SharpeMetrix Russell 1000 Momentum | Russel 1000 | 39 | 16.4% | 4.8% | 0.77 | View Details |
| iShares Factor Advantage 7
ETF
| Sector Rotation | 7 | 14.3% | 4.1% | 0.80 | View Details |
| SharpeMetrix Core Alpha 30 | Russel 1000 | 29 | 17.6% | 5.9% | 0.85 | View Details |
| SharpeMetrix Large Cap 30 | S&P 500 | 29 | 16.4% | 4.3% | 0.87 | View Details |
Empower Your Practice With Systematic Portfolios
Leverage SharpeMetrix to achieve key strategic advantages for your advisory business.
Go beyond generic factors with our proprietary alternative data signals.
Benefit from robust portfolio optimization and enhanced factor definitions.
Provide institutional-grade, data-driven strategies to your HNW clients.
Leverage our ready-to-deploy models to save time on research and construction.
Join growth-focused advisors who are replacing generic models with SharpeMetrix's data-driven approach.
Launch a demo portfolio in minutes
Access forward-looking analytics instantly
Join advisors replacing generic models
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