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Portfolio Models

Multi-asset portfolio construction and allocation strategies. Risk-parity frameworks and diversified investment approaches across global asset classes.

Strategic Portfolio Construction

Our portfolio models provide systematic approaches to multi-asset allocation and portfolio construction. Based on institutional risk-parity frameworks and diversified investment strategies, these tools help you build balanced portfolios across global markets. Each model implements proven allocation methodologies designed for long-term wealth building and risk management.

Portfolio Tools

Open-source portfolio construction and allocation tools.

J.P. Morgan Efficiente 5

LIVE

Tracks J.P. Morgan's diversified multi-asset risk-parity index with systematic rebalancing and 5% volatility targeting across 13 global ETFs.

GTAA 5

LIVE

Mebane Faber's Global Tactical Asset Allocation with trend-following using 10-month SMA signals across 5 major asset classes.

All Weather Strategy

Ray Dalio's risk parity portfolio calculator designed to perform well across all economic environments through balanced asset allocation.

Explore More Models

Discover our complete range of quantitative investment models across all categories.