MRM Strategies

Global Strategies

U.S. Stock and ETF Universe

The global equity strategies incorporate the use of both U. S stocks (universe used for All Domestic Equity strategy) and International Country and Country-Blended ETFs (universe used for MRM's Dynamic International strategy.)

Quantitative Evaluation & Ranking

Each universe is evaluated and ranked separately, focused on identifying the most attractive U.S. Stocks and International ETFs. As investment candidates for each strategy are identified, the strategy-specific model isolates those that meet criteria and rank at the top of each universe.

Portfolio Construction

Global portfolio construction consists of three important steps. Bottom-up evaluation of each top-ranked investment opportunity list generated by both the international and domestic quantitative modeling and then analysis of the combined global portfolio allocations.

Global Strategies


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