Don't sell iQUANT to investors; instead, sell your services and expertise. Present iQUANT as a tool to help clients improve their investment experience. Remember that your professional identity and value are about YOU, not the tools you use.

If you have a question not answered below, please call us at 916-751-1014 or email info@iQUANT.pro

Frequently Asked Questions (FAQs)

HOW DO I USE iQUANT.pro MODELS?

Keep it simple!

iQUANT.pro offers simple, turn-key models to investment professionals. You'll receive an email with current model and portfolio selections the night before the first trading day of each month, also available on the Members page.

While our models aim for equal-weighting, perfect balance at each reconstitution or rebalancing isn't feasible. They're guides, not rules requiring rigid compliance.

Ideally, update your portfolio with the latest model selections monthly, seasonally, semi-annually, or annually, based on the model(s) used.

The key error is inconsistent model use. Despite periods of negative returns, models perform well over time. Consistency, not a 'what's working now' approach, is your best practice approach.

Rebalancing versus reconstitution.

Rebalancing involves periodically adjusting the portfolio's asset allocation to maintain the desired target weights. On the other hand, reconstitution refers to a more substantial restructuring of the portfolio by replacing existing holdings. Both strategies aim to optimize portfolio performance and align with the investor's goals, but rebalancing focuses on fine-tuning the existing portfolio, while reconstitution involves a more comprehensive overhaul.

HOW CAN I LEARN MORE ABOUT iQUANT'S PHILOSOPHY?

We strongly suggest reading our concept-rich weekly blogs (under “Resources” tab), papers, and presentations (Members Page).

WHAT DO I GET WITH A SUBSCRIPTION?

iQUANT.pro values your time and provides relevant, concise information. With a subscription, you get:

  • Weekly Performance Reports every Monday.

  • Monthly reports with model holdings, sent before each month's first trading day.

  • Monthly domestic Style Box and Sector ratings on our Members page.

  • The iQUANT.pro Portfolio Optimizer for efficient portfolio assembly.

WHAT IS A “SEASONAL QUARTER”?

Many iQUANT.pro models reconstitute on a "seasonal quarter" basis, which is the first trading day of every February, May, August, and November, rather than a calendar quarter schedule, in an attempt to take advantage of potential seasonal anomalies.

WHAT IS THE DIFFERENCE BETWEEN A PORTFOLIO AND A MODEL?

iQUANT.pro offers investment models and turn-key investment portfolios.

Investment models are specific stock and ETF strategies driven by data, whereas our portfolios are constructed by combining these models and benchmarking them against a desired level of risk.

WHAT IS A DRILL-DOWN SELECTION PROCESS?

The majority of iQUANT.pro models employ a drill-down selection process.

A drill-down selection process involves detailed analysis of investments, starting with a broad universe and gradually narrowing choices based on quantifiable criteria like company fundamentals and technical trends.

HOW DO I SUBSCRIBE?

It’s easy to subscribe to iQUANT.pro.

Simply click the “Login / Sign Up” button on the top right corner. Choose “Sign Up Here” and enter the applicable information. Once you’ve entered the applicable information, click the “Create my Account” button and select between four plans…month, quarter, semi-annual, or annual.

If you’d like to test-drive the iQUANT.pro site prior to making a commitment, we encourage you to try our 30-day free trial.

IF YOU REPRESENT A TAMP, call us for special rates.

WILL YOU CHANGE A MODEL IF IT IS NOT WORKING HERE AND NOW?

No matter how good the iQUANT model…it will fail at some point.

Members expect a consistent process by iQUANT, so we never alter models or portfolios based on short-term market fluctuations.

Be realistic: don't expect all iQUANT models to always thrive during market downturns. Manage risk by combining low-correlated iQUANT models and/or asset classes.

The iQ Portfolio Optimizer is a useful tool for this purpose.

WHAT IS A PORTFOLIO OPTIMIZER?

A portfolio optimizer is a tool that aids in building investment portfolios aimed at maximizing returns and minimizing risk. It proposes ideal model allocations, considering risk tolerance and investment goals. Using sophisticated techniques, it seeks the best asset combination for high returns at a specified risk level. This systematic, data-driven tool aids in achieving optimal investment outcomes.

We proudly state that iQUANT is exclusively for investment professionals, not the general public.