A Three Stage Approach
We recognize that to create business value our clients must distinguish themselves. To address this need, we offer three stages of relationship to our clients:

Stage One

• US Model Subscribers can download partially revised results from our U.S. expected return factor model each week, by no later than 6 AM EST Tuesday. At the end of each month, we provide fully revised reports by no later than 6 AM EST on the first of the month
• International Model subscribers receive two reports each month, on the 5th and the 20th calendar days or the closest business day thereafter.

Stage Two clients enhance the uniqueness and flexibility of the signal by adding an additional exclusive run on a trading day of their own choosing.

Stage Three clients can purchase our source code, modify or extend the model and create a unique and proprietary version to address the particular needs of your clients. You can rebalance portfolios daily, add or delete factors, change the model’s horizon, method of payoff projection, least squares methodology, or any other aspect of the estimation process. We work closely with you, doing joint research and developing custom applications for your customized model.