A Guide to Understanding Systematic Investing

Systematic investing strategies have the benefit of producing historical expectations that can be compared to real experience and the further advantage of having rules that can be understood and replicated.

What is Risk?

How a Systematic Investor Assesses Risk in the Market

Risk is implicit in every decision we do or do not make. In our latest paper, we explore risk from both a philosophical perspective and objective framework.

Who Gets Harmed When You Ban Short Selling?

If your real problem with short selling is that you think it's an evil way for fat cats on Wall Street to get even richer by betting against the little guy, think again.

2020 Year in Review

RQSI made significant advancements in our technology capabilities and client offerings, including the largest strategic pivot since our firm's founding.

Should You Trust the Stock Market Bulls?

Even without inflation becoming the catalyst for higher interest rates and cascading risk across the system, it doesn’t take a lot of creativity to imagine many other scenarios that burst the euphoria of this equity rally.

Building the Case Against Bonds

Are bonds still a worthy addition to your portfolio? We discuss the disadvantages of allocating to domestic and foreign Treasury bonds along with recommendations for alternative action.

RQSI Reforms the Endowment Model

RQSI’s New Endowment Model seeks to counter shortcomings present in the classic Yale Model through a modified framework that prioritizes allocations toward foundational sources of return rather than simple asset class definitions.

RQSI Assesses the Attractiveness of the Market with New Whitepaper and Forecasting Tool

RQSI’s latest whitepaper and forecasting tool, Bear Tracker, uses systematic methods and a modified approach to the Dividend Discount Model to predict movements of the U.S. stock market.

Will the Stock Market Crash?

A Modified Approach to the Dividend Discount Model

Will the stock market go down in the next six months? We discuss a framework for assessing the relative attractiveness of the US stock market in the context of the Dividend Discount Model.

RQSI Launches Asset Allocation Tool

RQSI’s latest tool, Wizard of Odds, is a portfolio analysis and simulation tool that illuminates the implications of asset allocation strategies and provides insight into areas for improvement.

RQSI Launches Investment Fee Calculator

RQSI's latest release, Fee-Fi-Fo-Fum, is an alternative investment fee tool that enables investors to generate, evaluate, and compare hedge fund fee structures.

RQSI Pivots Toward Customizable Alternatives

RQSI's latest software platform offers investors unparalleled customization and transparency into the asset management firm's award-winning quantitative funds.

The Devolution of Funded Status Thought

Widespread tolerance of substandard funding status - the 80% funded status myth - is actively contributing to the pension crisis. In this article, we explore the origins of the myth and track its proliferation across the pension landscape.

Institutional Investing in a Post-COVID World

A simple go-to strategy for institutional investors may be fraught with danger. Instead, we recommend rethinking your core tenets of investing on the whole.

RQSI Wins CTA Intelligence Award for Best Systematic Macro Fund

For the third time in 4 years, RQSI GAA Systematic Global Macro fund took home the award for best performer in the Systematic Macro Fund category at the HFM Global CTA Intelligence Awards.

2019 Year in Review

RQSI has been in the business of delivering alternative investment solutions since 1986 and this past year has been no exception to our track record of innovation.

2018 Year in Review

If we have to lose money, we had better at least learn something. The year is over and we made as much progress as ever in understanding the true essence of what we do.