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.

At iQUANT.pro, we value your time and ensure you get relevant, concise information. With a subscription, you'll receive:

• Weekly Performance Reports delivered every Monday.

• Monthly Selections Reports featuring model holdings, sent ahead of the first trading day each month.

• Monthly domestic Style Box and Sector ratings.

• Access to the iQUANT.pro Portfolio Optimizer for streamlined portfolio construction.

Keep it simple!

iQUANT provides straightforward, turn-key models for investment professionals. You'll receive an email with updated model selections late the evening before the first trading day of each month, and they’re also available on the Members page. Just upload or input the current selections into your trading tool, and you're good to go!

While the models aim for equal-weighting, achieving perfect balance at every reconstitution isn’t necessary. Think of them as guides, not strict rules that require exact adherence.

The two most common mistakes iQUANT members make are: (1) failing to trade on the first day of the applicable month or quarter, and (2) substituting or skipping some selections due to personal bias - which defeats the whole point of quantitative and rules-based portfolio management.

ALL iQUANT models can be found on the iQUANT.pro Model Finder page.

With over 50 iQUANT investment models tailored for growth, income, and hedge strategies, we offer options to suit most investment goals.

To explore a model, just click its name (first column) in the table on the Model Finder page.

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

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

We highly recommend taking the time to explore our concept-rich weekly blogs, which you can find under the “Resources” tab. In addition to the blogs, don’t miss our in-depth papers and informative presentations, all available on the Members Page.

A portfolio optimizer is a tool designed to help construct investment portfolios that aim to maximize returns while minimizing risk. It suggests ideal asset allocations based on factors like risk tolerance and investment objectives. By leveraging advanced techniques, it finds the best combination of assets to achieve high returns at a chosen risk level. This systematic, data-driven approach helps investors reach optimal outcomes in their portfolios.

The iQ Portfolio Optimizer is a valuable tool for constructing these well-rounded portfolios.

Most iQUANT.pro models use a “drill-down” selection process.

This rules-based strategy starts with a broad universe of stocks or ETFs, then gradually narrows the selection by applying specific criteria, such as growth or valuation. With each step, more securities are filtered out until only the top selections remain.

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

Members rely on a consistent process from iQUANT, which is why we never alter our models in response to short-term market fluctuations.

It's important to be realistic: not all iQUANT models will perform well during every market downturn. In fact, a proper portfolio often includes a strategy that may underperform, which is expected and part of managing risk. The key is to combine low-correlated iQUANT models and/or asset classes to balance overall performance.

iQUANT models reconstitute rather than rebalance.

Rebalancing involves periodically adjusting the asset allocation of a portfolio to maintain its target weights. In contrast, reconstitution refers to a more significant restructuring, where existing holdings are replaced.

Both approaches aim to enhance portfolio performance and align with the investor’s objectives, but while rebalancing fine-tunes an existing portfolio, reconstitution focuses on a more comprehensive overhaul.

All iQUANT quarterly models reconstitute on a seasonal quarter schedule, rebalancing on the first trading day of February, May, August, and November. This approach aims to capitalize on seasonal market patterns and minimize potential volume disruptions caused by traditional ETF and mutual fund rebalancing during calendar quarters.

iQUANT models are based on month-end data points. For the reporting of returns, they assume trades occur at the average of the following day's high, low, open, and closing prices.