Investment Solutions
Quant Strategies
Are you frustrated with rules-based and algorithmic strategies that underperform?
Successful quant strategies are dynamic and involve a series of decisions and judgements as market conditions change, rather than static rules or algorithms.
Let us open your eyes to the benefits of our proprietary risk models alongside quantitative themed investment strategies.
As an advisor, you face growing pressure to protect your bottom line. To stay competitive, the decision to leverage external investment support becomes clear when affordable, flexible, and customized solutions are at your fingertips.
Quant Stock Strategies
Quant Stock Strategies
Smart Beta Factor Strategy
Alpha Capture Strategy
Tax Efficient Strategy
ESG Strategy
Velocity Strategy
Quant ETF Strategies
Quant ETF Strategies
Sector Rotation ETF Strategy
Alpha Capture ETF Strategy
Real Assets Defensive ETF Strategy
Yield Optimizer ETF Strategy
More Fortis Strategies
Multi-factored strategies focused on taking compensated risk
Stock Strategies
Research-based portfolio options to cater to a client's audience with the aim of optimizing returns with a risk-conscious approach.
Current Offerings:
Fortis Leaders 50 Stock Strategy
Fortis Alpha 40 Stock Strategy
ETF Strategies
Active/Passive Exchange Traded Funds that adjust based on market signals with the aim of optimizing returns with a risk-conscious approach.
Current Offerings:
Global:
- Fortis Active/Passive Global ETF 100% Max Equity Exposure
- Fortis Active/Passive Global ETF 80% Max Equity Exposure
- Fortis Active/Passive Global ETF 60% Max Equity Exposure
- Fortis Active/Passive Global ETF 40% Max Equity Exposure
U.S.
- Fortis Active/Passive US ETF 100% Max Equity Exposure
- Fortis Active/Passive US ETF 80% Max Equity Exposure
- Fortis Active/Passive US ETF 60% Max Equity Exposure
- Fortis Active/Passive US ETF 40% Max Equity Exposure
Combination Strategies
Sometimes two heads are better than one. The same goes for investment strategies, with the aim of optimizing returns with a risk-conscious approach.
Current Offerings:
Fortis Leaders 50 Stock and Global ETF:
- Fortis Double Play Leaders 50 Strategy 100% Max Equity
- Fortis Double Play Leaders 50 Strategy 80% Max Equity
- Fortis Double Play Leaders 50 Strategy 60% Max Equity
- Fortis Double Play Leaders 50 Strategy 40% Max Equity
Fortis Leaders 50 and US ETF:
- Fortis U.S.Double Play Leaders 50 Strategy 100% Max Equity
- Fortis U.S.Double Play Leaders 50 Strategy 80% Max Equity
- Fortis U.S.Double Play Leaders 50 Strategy 60% Max Equity
- Fortis U.S.Double Play Leaders 50 Strategy 40% Max Equity
Fortis Leaders 50, Fortis Alpha 40, Global ETF:
- Fortis Triple Play Strategy 100% Max Equity
- Fortis Triple Play Strategy 80% Max Equity
- Fortis Triple Play Strategy 60% Max Equity
- Fortis Triple Play Strategy 40% Max Equity
Quant Models
Aim: Optimize returns with risk compensation approach.
Quant Stock Strategies
Smart Beta Factor Strategy
Alpha Capture Strategy
Tax Efficient Strategy
Global Stock Strategy
Small Cap Stock Strategy
Faith Based Strategy
ESG Strategy
Quant ETF Strategies
Sector Rotation ETF Strategy
Alpha Capture ETF Strategy
Real Assets Defensive ETF Strategy
International ETF Strategy
Yield Optimizer ETF Strategy
Fortis Portfolio Blog
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Let's Talk!
Offer this level of strategy to your clients by working with Fortis.
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