AQI Factor Suite

Capture the broad benefits of index investing while tilting portfolios toward strategies proven to outperform over time. Enhanced Direct Indexing, also known as Smart Beta or Factor-Based Investing, takes traditional indexing to the next level by blending simplicity with strategy.

• Harness the Power of Proven Factors
  • Enhanced Direct Indexing leverages academically validated factors—such as value, momentum, quality, size, and low volatility—to position portfolios for long-term success. These factors are designed to provide a higher potential for returns while maintaining market diversification
• Smart Diversification
  • Traditional index funds focus on market capitalization, which can lead to overexposure to certain sectors or stocks. Enhanced Direct Indexing rebalances and equalizing these exposures to provide a portfolio that invests strategically based on the factors most likely to drive returns
• Cost Management
  • With declining transaction costs and the rise of fractional shares, Enhanced Indexing is now more accessible than ever. We build a diversified portfolio with lower overhead costs compared to actively managed funds
• Tax Optimization with Factor Exposure
  • Through tax-loss harvesting, we strategically manage tax liability while maintaining exposure to chosen factors. This combination ensures portfolios remains both tax-efficient and aligned with your enhanced investment strategy
• Adaptable and Dynamic
  • Factor-based strategies are designed to adapt to market conditions. By tilting toward factors that outperform in certain environments, we position portfolios to seize opportunities while staying well-diversified
• Evidence-Based Performance Potential
  • Numerous studies demonstrate that factor-based strategies have outperformed traditional market-cap-weighted indexes over the long term. With Enhanced Direct Indexing, we bring these insights directly into portfolio construction
• Ideal for Strategic Investors
  • Enhanced Direct Indexing is particularly suited for investors who seek an edge—balancing the simplicity of passive investing with the precision of active management, all while keeping costs and taxes in check