Starting today, Stracia is happy to offer custom analytical services. This means that we can now apply the proprietary analytical techniques that we use to build Globally Optimized™ investment portfolios to your unique capital-asset problems. It’s like having a floor full of investment research analysts working to help you increase risk-adjusted returns.

We Build Model Portfolios

Using your target assets (listed securities), exposure constraints, average holding period/portfolio turnover, and other metrics, we can build and back-test custom portfolios — optimized according to your unique investment objectives. We can also work with you to define, test, and redesign the constraints themselves, given the unique target market in which you invest and the needs of your constituents.

For example, you may wish to construct an optimal risk-adjusted target portfolio that is bound to a minimum 30% exposure to equities, maximum 45% exposure to fixed-income securities, and maximum 15% allocation to cash. Your annual portfolio turnover is 35% and your minimum return target is 12%.

We Work with You

We can define a model portfolio, or range of portfolios, given these constraints. We will back-test the models and deliver the underlying data (both inputs and outputs) to you in clean spreadsheet form. We will also deliver — in spreadsheet, PowerPoint, Illustrator, or other form — a complete set of graphical charts and exhibits aiding your interpretation of the model portfolio(s). (The data and exhibits will be yours to publish or even sell, if you wish, without reference to Stracia, LLC.)

Your Target Assets

Or, we can construct and test portfolios of specific stocks — all 30 names in the Dow, the most active high-volume names over the last month, or a basket of stocks that you define (such as your current holdings or watchlist). We can even gather the data for you. Then we deliver the optimized, risk-adjusted allocation results and exhibits to you by deadline.

Pricing and Confidentiality

Pricing varies depending on the scope of the project. For more information, read our new Bespoke Analysis page or peruse some of our quantitative entries:

• Introducing the GOCMX
• Global Sector Performance
• Country Performance
• Global Correlations Grids: Original and Update — we can create these for you using any securities, sectors, currencies, etc., of your choice
• Over/Under-Representation
• GOCMX versus S&P 500

Contact Us

When you are ready to discuss your project or request an estimate, e-mail us regarding bespoke analysis and we will respond promptly.

(We keep all the details of your project confidential, and if necessary, can provide a signed confidentiality agreement at your request.) ♦