ABOUT

PROGRAMS

   

 

 SOLUTIONS

MANAGEMENT 

CONTACT 

QFS's Customized Solutions are described briefly below:

 
Solutions Program Inception Description
PORTABLE ALPHA Nov 1997 Benchmark enhancement/customized beta replication with alpha provided by the QFS programs
Currency Overlay Jul 1995 Dynamic & tactical hedging and rebalancing of currency exposures
Equity Overlay Jun 1999 Adjust portfolio target beta for changing views, turbulence or portfolio risk levels
Risk Advisory Jun 1999 Perform risk budgeting analytics, assess portfolio for risk exposures, perform stress testing, and implement tactical rebalancing and protection strategies

 

* The inception date for the Currency Overlay and Portable Alpha programs are the month in which QFS’s predecessor first offered the programs. The inception dates for the Equity Overlay and Risk Advisory programs and services are the dates on which Mr. Muhr and a team under his supervision first offered the applicable program or service while at Volaris Advisors, LLC. Volaris Advisors, LLC is not affiliated with QFS.

 

For more information,  please see our contact page or call 1.203.983.5600

Page last updated 05/03/12 © 2011 QFS Asset Management, L.P.