Request a complimentary custom Portfolio Back-Test Report that details potential investment outcomes based on your personal goals and time horizon.
We believe that successful investing is more than beating a benchmark over the past quarter, year, or five years. It’s achieving the goals you have for yourself and your family by focusing on what you earn on your investments after things like taxes and fees. With more than three decades of experience working closely with individuals and families, we understand the importance of managing what really matters. Global Beta Direct provides individual investors (retail investors) with access to investment strategies, tools, support and structured academic portfolios without a financial advisor intermediary.
See your options for setting up a brokerage account below.
No problem. You can simply email or call Global Beta Direct at (215) 531-8234 or click the button below to get help from a member of our support team. Our account service team can quickly and easily walk you through how to link your current brokerage account with Interactive Brokers, our portfolio management provider. Once the link is enabled, you can transfer money from your current brokerage account into your new brokerage account at Interactive Brokers. From there, Global Beta Direct will invest and manage your money in the most appropriate Global Beta Investment strategy. This allows you to have full oversight and transparency of your investment account with the assistance of an investment professional for much less than a standard financial advisor.
Ready to open a Brokerage Account? You can simply email or call Global Beta Direct at (215) 531-8234 or click the button below to get help from a member on our support team. Our support team can quickly and easily walk you through the application process to set you up with an Interactive Brokers account today. Once your account is enabled, you can transfer money from any bank account into your new brokerage account at Interactive brokers. From there, Global Beta Direct invest and manage your money in the most appropriate Global Beta Investment strategy. This allows you to have full oversight and transparency of your investment account with the touch of an investment professional for much less than a standard financial advisor.
Implementing a strategy that utilizes multiple factors can produce returns across a range of market conditions.
Individual factor performance is cyclical. By combining multiple factors, a portfolio’s focus can be shifted to align with changing market conditions.
Factors are often calculated using simple, transparent rules, helping investors achieve their investment goals with an easy to understand strategy.
Factor investing uses quantifiable characteristics, or factors, of firm performance to identify stocks with the potential for above-market returns. While beta and value are perhaps the two best known factors, there are dozens of factors which have been found to affect returns.
Developing a strategy focused on selected factors can increase diversification and produce above-market returns while helping to manage portfolio risk.
We use both single factor and multi factor strategies to build portfolios. Some of the more common factors we use are:
Global Beta Direct has partnered with Interactive Brokers to bring you a streamlined platform to manage your account. Everything you need to check the performance of your portfolio, view monthly returns, and other key account metrics are at your fingertips. In fact, you’ll be able to view and manage your account online 24/7/365.
A factor-based investing framework integrates factor exposure decisions into the portfolio construction process. The framework involves identifying factors and determining an appropriate allocation to the identified factors. But what are factors? Download our free eBook to learn the science behind factor based investing.
The misconception that low volatility strategies are simply utilities exposure in disguise has been perpetuated through, what we believe is flawed, low volatility strategies, such as the S&P 500 Low Volatility Index, which selects and weights companies by their individual trailing standard deviation of returns. This approach has led to a long term over exposure to utilities because utility
The current struggle for investors is to find exposure to growth without paying through the nose for it. It becomes increasingly difficult to satisfy that objective when the economy is trying to come out of a recession and interest rates are 0. The combination of the two creates high levels of liquidity and a high demand for
Graduate finance students got real-world experience with managing an active fund thanks to a gift from alumnus Vince Lowry ’79.