Markets will always reward diversification. Using data science to augment human decision-making, we engineer innovative investment strategies that harness the power of diversification to increase portfolio returns and reduce the impact of market downturns.
THE VIEWPOINT DIFFERENCE
Rules-based, without following the rules
We are a next-generation investment management firm built for, and by, a single-family office. We offer demonstrably different alternative investment strategies that have low correlation to traditional methods without sacrificing liquidity or charging high fees. At the intersection of timeless investment principles and cutting-edge data science, is Viewpoint.Explore our firm
Because risk is a
Our outcome-focused investment strategies are based on allocating risk, not dollars. We build diversified portfolios and apply prudent, liquid leverage to them to enhance their risk-return profile. We believe this is a superior method of increasing returns without increasing concentration risk.Learn More
We are a research-led organization
Our research and dialogue is meant to engage and advance discussions where advanced data science and markets meet.Explore Insights
Solutions that meet your objectives in any market environment
Combining investments across equities, fixed income, commodities, and FX, our strategies are designed to adapt to changing market conditions with enhanced risk-adjusted return potential. In simpler terms, we mix investments together to reduce risk and then adjust their size to match the risk level of portfolios that have fewer investments, resulting in higher overall returns.See our Strategies
Core investment strategies
Viewpoint Global Multi-Asset
Prudently applies liquid, actively managed leverage to globally diversified, multi-asset portfolio. Uses trend and momentum overlays to protect against capital drawdowns.
Viewpoint Enhanced Global Multi-Asset
Prudently applies liquid, actively managed leverage to a globally diversified, multi-asset portfolio with a returns focus.
Viewpoint Diversified Commodities
Creates a scientifically diversified portfolio of direct commodities to target a more stable return profile than comparable strategies.
A team that’s
Viewpointers are a cohesive and multidisciplinary team defined by a culture of academic rigor and intellectual honesty. We bring together backgrounds in portfolio management, quantitative finance, datalogy, mathematics, medicine, physics, and other relevant disciplines to find better solutions for our clients.Meet the team
If we do things like everybody else, we’ll
end up like everybody else.
We are obsessive about data and passionate about making bias-free decisions.
We have a differentiated and innovative approach to portfolio construction.
NEWS & INSIGHTS
About our viewpoints
News & Insights
Funded Status: The Tip of the Risk Iceberg
The rise in interest rates over the past couple of years has caused many headaches for most investors. Stocks experienced significant losses last year, while bonds – normally seen as the safer partRead More
Risk Parity & Pension Portfolios: A Perfect Match
Geek Level: Read Time: The Speed Read: Growth sleeves within a pension’s asset-liability framework are built with the intention of improving funded status, but depending on the path of differentRead More
News & Insights
Inflation & Bond Vigilantes
Back in August, when I wrote If It Isn’t Hurting, It Isn’t Working, there was a persistent belief that we had achieved either a “soft landing” or “no landing.” Although theseRead More