THE CENTERBOOK SOLUTION

CenterBook addresses a central challenge for asset owners: how to access mid/long-term fundamental equity alpha without high tracking error and/or performance inconsistency to the benchmark. CenterBook utilizes a multi-manager approach and partners with established independent fund managers, capturing alpha from proprietary research data and constructing portfolios centrally and systematically.

  • FUNDAMENTAL INVESTING

  • MULTI-MANAGER INVESTING

  • SYSTEMATIC INVESTING

  • We source alpha from independent fundamental equity managers (our "Contributors")

  • We integrate unique alpha rich research data with daily position data

  • We select and size positions and manage risk quantitatively in centrally constructed portfolios

  • We meticulously hedge non-alpha risk and increase exposure to areas of manager skill