Not the index.

Cassia’s portfolio solutions have a low correlation with major markets.

0.01

US Stocks

0.11

US Bonds

0.01

Commodities

0.01

US Real Estate Index

0.03

60/40 Stock/Bond

 *Correlation (R-squared) data from 2003 to 2014. This measures how much of portfolio movements can be explained by the specified market.
0 to 0.4 is low. 0.7-1.0 is high.

 *Correlation (R-squared) data from 2003 to 2014. This measures how much of portfolio movements can be explained by the specified market.
0 to 0.4 is low. 0.7-1.0 is high.

Go beyond traditional asset classes.

Cassia’s mandate can invest in up to 38 unique risk premia using liquid ETFs, spanning 100 countries and 20,000+ securities. The portfolio includes exposure to equities, government debt, corporate bonds, securitized debt, and supranational bonds with a range of creditors and interest rate sensitivities as well as alternatives such as REITs and preferred stocks.

Go beyond traditional asset classes.

Cassia’s mandate can invest in up to 38 unique risk premia using liquid ETFs, spanning 100 countries and 20,000+ securities. The portfolio includes exposure to equities, government debt, corporate bonds, securitized debt, and supranational bonds with a range of creditors and interest rate sensitivities as well as alternatives such as REITs and preferred stocks.

Harvest the global growth engine.

Cassia’s portfolio solutions have unconstrained, go-anywhere mandate.

37

Unique Global Risk Premia

100

Countries

20000

Underlying Securities

Portfolio solutions.

Automated asset management powered by Cassia and CONCERT Wealth Management.

Volatility dampener technology

3 risk parity & risk targeted portfolios (typically costs 1.5% or 2/20)

Automated trading, dynamic rebalancing & asset allocation

Monthly portfolio attribution analysis

All for just 0.30%

Join the revolution. Get back to winning.

Build your practice on the backs of 3 Nobel prizes — Prospect Theory, MPT, and GARCH. 

See what GARCH can do for you.
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See what GARCH can do for you.
Build your practice on the backs of 3 Nobel prizes — Prospect Theory, MPT, and GARCH.