We are continually researching investment strategies. Each strategy undergoes a comprehensive series of processes and tests before it is deemed suitable for inclusion in our roster of plans available for clients.

The process entails establishing entry and exit criteria and other rules and then codifying them to test the idea.

We have rigorous testing and refinement processes. We first back-test, then paper trade, and rerun the back-tests on dates we have paper-traded to compare both results and reliability of the original back-test. We test the strategies through different market scenarios and stress tests. And finally, we test it out in a real account.

During the testing process, we check the strategies on a pre-determined list of factors such as correlation to benchmarks or other indexes and strategies, drawdowns, slippage, trading costs, scalability, uniqueness, consistency of returns, and value-add.

Only successful strategies graduate to our roster. This comprehensive process can many several months.

Strategies are modeled on our test bench against a pre-determined list of factors such as risk assessment, adverse market scenarios, consistency of returns, and scalability of systems are checked.