Evidence-Based Investing
Our Evidence-Based approach to investing draws on more than 90 years of data and research
Our Evidence-Based Solution
Achieving your most important goals shouldn’t depend on guesswork, gut instincts, emotions or unnecessary risks.
You need a solid, globally–diversified approach—grounded in decades of data and academic research—that harnesses financial science and puts the power of markets to work for you.
1. Evidence-Based
We begin with the evidence: decades of data, analysis and insights from some of the best minds in finance and academic (including 12 Nobel Laureates) on factors that can help decrease risk and increase potential returns.*
*Nobel Laureates
2. Best-of-Breed
Using a rigorous screening process, we identify and implement an optimized blend of investment management expertise for each. We work with a team of top investment managers, carefully aligning their expertise in accessing specific asset classes and factors of return in order to optimize each portfolio.
3. Disciplined & Independent
We believe a consistent, long-term approach is essential, but readily embrace new research when it can make a real difference for investors.
We also go to exceptional lengths to try and minimize every fraction of returns lost to income taxes, transaction costs, and other inefficiencies.
All of our Evidence-Based solutions employ an exclusive blend of top Money Managers and offer a world of smart-diversification.
Broadly Diversified
Cost Conscious
Process Driven
Tax Sensitive
Transparent
Flexible
Putting the Factors of Return in Your Portfolio
A key component of our Evidence-Based approach is incorporating factors of return. Factors are characteristics of stocks or bonds that have been identified by extensive research as offering the potential for:
- Higher returns over time
- Reduced risk*
Just as healthy diets depend on the right nutrients…portfolio returns depend largely on the right factors. This is why we believe that factor diversification is just as important as asset class diversification for a better long-term investment experience, especially when it comes to portfolios. Because not all factors outperform all of the time, we believe that a factor strategy requires a long-term focus, regardless of short-term performance.
Equity Factors
Stocks tend to outperform bonds
Key Research:
Cheap stocks tend to outperfom expensive stocks
Key Research:
Small company stocks tend to outperform those of large companies
Key Research:
Stocks the outperform in the near term tend to continue to do so
Key Research:
Stocks of high quality companies tend to outperform those of low quality companies
Key Research:
Minimum volatility stocks tend to offer better risk-adjusted returns than high volatility stocks
Key Research:
Bond Factors
Bonds with longer durations or maturities tend to outperform shorter-term bonds
Key Research:
Bonds with lower credit quality tend to outperform bonds of higher credit quality
Key Research:
Ready to learn more?
If you would like to learn more about Panoramic Funds and Models, contact us today!
Please note the funds are distributed by SEI Investment Distribution Company (SIDCO), member FINRA (https://brokercheck.finra.org/firm/summary/10690). SIDCO is not affiliated with Symmetry Partners, LLC, AQR Capital Management, Dimensional Fund Advisors, Vanguard, or J.P. Morgan Asset Management.
CONSIDER THE FUNDS’ INVESTMENT OBJECTIVE, RISK, AND CHARGES AND EXPENSES. THIS AND OTHER INFORMATION CAN BE FOUND IN THE FUNDS’ PROSPECTUS WHICH CAN BE OBTAINED BY CALLING 1-844-SYM-FUND (844-796-3863). PLEASE READ THE PROSPECTUS CAREFULLY BEFORE INVESTING.
RISK CONSIDERATIONS
There are risks involved in investing, including loss of principal. Asset allocation may not protect against market loss. Investment in the fund(s) is subject to the risks of underlying funds.
Diversification seeks to reduce volatility by spreading your investment dollars into various asset classes to add balance to your portfolio. Using this methodology, however, does not guarantee a profit or protection from loss in a declining market. Rebalancing assets can have tax consequences. If you sell assets in a taxable account you may have to pay tax on any gain resulting from the sale. Please consult your tax advisor.
Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Past performance is not indicative of future results. Therefore, different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Symmetry Partners LLC), or any non-investment related content, made reference to directly or indirectly on this website will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained on this website serves as the receipt of, or as a substitute for, personalized investment advice from Symmetry Partners LLC or your advisor. Please remember to contact your advisor, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. Symmetry Partners LLC is neither a law firm nor a certified public accounting firm and no portion of the website content should be construed as legal or accounting advice. Information throughout our site and materials, whether stock quotes, charts, articles, or any other statements regarding market or client performance or other financial information is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.