Multi-Manager Models
Our advanced optimization engine integrates cutting-edge algorithms with refined statistical models to construct portfolios that target a specific level of loss. By leveraging a wide range of financial instruments—including separately managed accounts, mutual funds, and exchange-traded funds (ETFs)—this technology delivers tailored solutions to meet individual client objectives.
Machine-optimized portfolios combine sophisticated analysis of historical market data with proprietary metrics like the Capital Power Ratio™, which emphasizes managers who capture more upside while limiting downside. Starting with a comprehensive universe of over 3,000 ETFs, the system narrows selections through a proprietary ranking process and culminates in an optimization routine designed to align drawdown targets with enhanced upmarket capture.
Multi-Manager Portfolios
Multi-manager portfolios leverage the Capital Power Ratio™ to identify managers who historically capture more upside than downside, optimizing allocations to solve for targeted loss while attempting to maximize up-market capture.
Issuer Agnostic ETF Model Portfolios
We begin with a comprehensive selection of over 3,000 U.S.-domiciled ETFs, spanning passive, active, and alternative strategies, chosen for their cost efficiency, liquidity, and tax advantages. This expansive universe ensures a solid foundation for constructing portfolios tailored to diverse client needs.
Designed to Target Drawdown Instead of Risk
Our process prioritizes capital preservation by focusing on specific loss thresholds, using advanced optimization routines to align with client risk tolerance while maintaining exposure to growth opportunities. This disciplined approach attempts to mitigate unnecessary risks during market downturns.
Optimized for Up-Market Capture
By employing proprietary metrics like the Capital Power Ratio™, we identify managers with consistent upside performance relative to downside risk. This enables us to construct portfolios designed to maximize returns during favorable market conditions while protecting capital.
Platform Availability
WBI "Cy" Turnkey Platform
Cy, WBI's turnkey platform, is purpose-built to meet this need, combining advanced technology with personalized, advisor-driven strategies to deliver tailored solutions and exceptional client experiences.