Outsourced portfolio solutions for institutional investors

Custom Built

Use your institution’s Strategic Asset Allocation or use one of Elm’s risk-based Model Portfolios.

Held at Fidelity

We offer seperately managed accounts at Fidelity with full client access and daily liquidity.

Fair Fees

We charge a flat annual management fee of 0.12%.

Our Dynamic Asset Allocation Philosophy

Return chasing is one of several behavioral biases that leads to short-term momentum and long-term mean reversion in asset prices. We use simple measures of value and momentum to efficiently adjust your portfolio, which we believe will result in better long-term risk-adjusted returns, and greater confidence in how your portfolio is managed.

Choose from one of our risk-based model portfolios, or design your own Strategic Asset Allocation.

See our research on return chasing here, and our research on value and momentum applied at the asset class level in our paper in the Journal of Portfolio Management here.

 

Learn more about Elm for your institution.

Please complete the following form and one of our team will arrange a time for you to discuss how Elm could work for your institution, and answer any questions you may have.

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