Tools and Support for Investment Industry Professionals
Morning Investments is a quantitative tools provider offering support for investment industry professionals including investment advisors (IAs), financial advisors (FAs), and Certified Financial Planners (CFPs).
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We provide packages of tools, content, and software white labeled under your firm's name in the following areas:
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Client On-boarding tools including on-going market research and commentary
Robo-Advisory tools
Factor and Smart Beta investing tools
Industry benchmarking and data
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Other Services - In addition to our primary services above, we provide custom services in the following areas:
Trade Strategy Development: Rather than hire a full-time team of quants to uncover investment arbitrage opportunities and strategies, small and mid-sized funds often hire us to help find new opportunities.
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Trade Strategy Evaluation: Funds often hire us to evaluate rules-based strategies such as statistical arb strategies and factor-based portfolio construction.
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Quantitative Back-testing: For new funds, raising capital can often be a challenge, especially given the SEC restrictions on hypothetical back-tested strategy numbers. We provide independent back-testing for use by new funds in developing marketing materials and strategies.
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Valuation Services: SEC compliance requirements mandate independent valuation agents for valuation of complex securities – we fulfill these needs for securities such as illiquid fixed income securities, structured products, private placements, and private equity stakes.
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Hedge Fund Cloning: We help asset management and family office clients replicate hedge fund returns, by cloning the hedge fund performance through a combination of low cost ETFs and other instruments. In combination with one, the clone portfolio of assets has a similar risk/return profile to the target hedge fund category. The end result is similar investment performance with dramatically lower costs.
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CONTACT US BELOW TO GET STARTED TODAY!
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