Who We Serve
We’re here to help with your strategy, and process.
Our independent research is aimed at augmenting your system and being an optimization tool that you can use.
Global Investment Strategy
You want to deliver the best returns to your clients. We can help your firm optimize its strategy by adding our unique and time-tested framework of combining macro analysis with momentum to identify intermediate and long-term opportunities.
Our approach is driven by a big-picture understanding of key investment drivers such as where we are in the credit cycle, what areas of the market are showing strength and how we can qualify that looking forward at key macro drivers to deliver strategies built to beat the market.
Offering:
- Quarterly Webinars on Macro Outlook, Themes, Strategies and Analysis
- Quarterly Conference Call with the Team
- Weekly Dashboard (includes Outlook and Strategies)
- Daily Analysis and Commentary
All of the above are available under our Professional Subscription.
Bespoke consulting is available for more customized strategies.
Investment Selection
You have a universe of nearly 9,000 US-listed stocks to choose from, but who has time to keep up with the latest themes, trends, and opportunities? That’s where MacroVisor comes in.
We can help you with idea generation, selecting names from within key themes and your investment mandate, and much more. Broadening the horizons of where you may find investments and optimizing those investments based on our proprietary Macro + Momentum model.
Offering:
- Quarterly Webinars on Macro Outlook, Themes, Strategies
- Quarterly Conference Call with the Team
- Monthly Thematic Investments
- Weekly Dashboard (includes Outlook and Strategies)
All of the above are available under our Professional Subscription.
Bespoke consulting is available for more customized strategies.
Opportunistic Timing and Execution
You want to optimize your firm’s allocation strategy to have clear and concise entries, exits, and risk levels. We can help your firm.
Our models and approach can improve your execution across multiple timeframes, whether they are swing trades or investments. We focus on a variety of asset classes and can also tailor models for institutional clients who want to build an execution strategy specific to their portfolio and approach.
Offering:
- This approach spans across multiple offerings including, The Weekly Dashboard, Asset Selection Ideas, as a part of our Professional Subscription.
- Bespoke Consulting to optimize allocation, profit-taking, and portfolio weighting.
- Tailored Quantitative Models customized for your portfolio and strategy
Smart Risk Management
Your highest priority is managing risk for your clients. But, it isn’t always easy. That’s where MacroVisor comes in.
We can help you improve your risk management and reduce overall portfolio volatility without sacrificing your returns.
Our approach is systematic. We look at factors like instrument or asset volatility, liquidity, relative strength and weakness as well as portfolio concentration to create a risk management strategy that can help to reduce the drawdowns that can make clients nervous.
Offering:
- This approach spans across all our offerings as a part of our Professional Subscription.
- Bespoke consulting is available for more customized strategies.
Our Clients
- Active ETF Strategies
- Commodities Trader
- Discretionary
- Emerging Markets Fund
- Fixed Income Manager
- Fund of Funds
- Generalist LO Fund
- Growth Strategy Fund
Our Clients
- Hedge Fund
- HNW Individuals & Family Offices
- Large Cap Fund
- Mid Cap Fund
- Retirements, Pensions & Endowments
- Small Cap Fund
- Value Strategy Fund
- Wealth Advisor / RIA
Get In Touch
Let’s connect! Our team is ready to help you navigate your investing journey. We’re here to help individual and institutional investors with research, strategies, and much more.
MacroVisor
An independent research firm with a focus on global macro trends and cross-asset class investment strategies.
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