Atlas manages global equity holdings for clients as the direct investor, at no additional cost to the client. This helps clients by avoiding another layer of fees, as well as the disappointment which often arises from investing with active equity managers.
The Atlas portfolios utilize a systematic quantitative approach to global equity management. The approach relies upon acclaimed academic research into which characteristics of equities are associated with better future performance. Using this approach, known as factor-based investing or smart beta, we seek to tilt towards specific factors historically associated with stronger risk-adjusted returns. Our implementation has multiple tiers – we make factor assessments for geographic regions, then for countries and sectors within those regions and finally among specific stocks within the countries or sectors.