Quantitative Management Associates (QMA) manages equity and asset allocation portfolios for institutional and retail clients using proprietary quantitative models. QMA's longstanding team of management professionals has skillfully fine-tuned the use of advanced analytics to enhance the investment decision-making process through a disciplined, bottom-up approach. Solutions are specifically tailored to suit the needs of clients, including multi-employer, corporate and public pension plans; endowments and foundations; and subadvisory accounts for other financial services companies. QMA currently manages $46* billion in assets. Investment approaches include:
A quantitative, disciplined approach that seeks to add value over a benchmark by systematically identifying and exploiting investor mistakes resulting from human bias. QMA develops rigorous, advanced-generation investment models, based on internal research and external studies on investor behavior, to identify opportunities in both US and global markets.
A disciplined, quantitative approach that seeks to objectively and systematically identify undervalued stocks that have the potential to provide above-average performance as their prices rise to their long-term “normal” values.
A risk-controlled quantitative approach that seeks to effectively track the performance of a client-specified benchmark.
A quantitatively disciplined approach that allocates clients’ assets among a broad array of investment strategies and seeks to add value relative to a passively managed, customized benchmark portfolio.
A disciplined, quantitative approach designed to provide customized solutions to client-specific risk-return objectives by synthetically creating desired investment exposures using a combination of derivatives and physical securities.
*Data as of 3/31/09
