Initial Investment
Start month
End month
Advisor fee
 
To Customize the Optimized Portfolio report
 
Client Name
Advisor Name
 
PORTFOLIO OBJECTIVE
 
Risk Model or Minimum Return
Maximum Std Deviation
Minimum Yield
Target S&P Correlation
 
CURRENT PORTFOLIO (optional)
 
Style Boxes and Asset Classes iQuant Models
Current Min Max Current Min Max
Large Cap Core iQ Large Cap Growth Model
Large Cap Growth iQ Large Cap Value Model
Large Cap Value iQ Mid Cap Growth Model
Mid Cap Core iQ Mid Cap Value Model
Mid Cap Growth iQ Small Cap Growth Model
Mid Cap Value iQ Small Cap Value Model
Small Cap Core iQ Large Cap Share Buyback Model
Small Cap Growth iQ All Cap Share Buyback Model
Small Cap Value iQ Large Cap High Yield Model
International iQ All Cap High Yield Model
Emerging Markets iQ All Cap Smart Beta Model
20+ Year Treasury iQ Intl Buyback & Dividend Model
High-Grade Bonds iQ Technology Model
High-Yield Bonds iQ Financials Model
Global Bonds iQ Healthcare Model
US Dollar iQ Utilities Model
Commodities iQ Staples Model
Gold iQ Real Estate (REIT) Model
REITs iQ Seasonal Hedge Model
TIPs iQ All Assets Model
Short S&P 500 iQ All Assets - ETFs
% Fixed Rate iQ Sector Rotation Model
% Fixed Rate iQ Sector Rotation - ETFs
iQ Risk On / Risk Off Model
iQ Risk On / Risk Off - ETFs
iQ Risk On / Risk Off - High Yield
iQ Domestic Income Model
iQ International Income Model
iQ ETF Monthly Market Timing Model
iQ S&P 500 Efficience (UIT) Model
iQ Defensive Sector UIT Model
 
Maximum Any Asset Maximum Any Model
 
Maximum Number of Holdings