Alpha Vee Solutions Announces a Rule Change for Risk Managed Strategies, Q3 2022

The following strategies will incorporate an additional risk management rule to mitigate fluctuations in inflation rates. The Treasury Bond portion of the strategies will switch from IEF (iShares 7-10 Year Treasury Bond ETF ) to TIP (iShares TIPS Bond ETF) when the US inflation rate is elevated.

Alpha Vee Risk Managed SMID Top 5 Sector Equities

Alpha Vee Risk Managed Top 5 Sector Equities & Treasury Bonds 

Alpha Vee Risk Managed Top 5 Sector ETFs & Treasuries

Alpha Vee Risk Managed US Equity & Treasury Bonds

Alpha Vee Risk Managed US Equity & Treasury Bonds

YTD

CAGR*

SD*

Sharpe*

Sortino*

Correlation*

As Of : yyyy-mm-dd

* Inception Date: yyyy-mm-dd

Our Risk Managed US Equity & Treasury Bonds strategy

Available through CBOE, SmartX, Smartleaf, Amplify, Fusion or Direct Indexing

  Alpha Vee Indexes now available on Morningstar Direct

  F00001D981:  Alpha Vee Risk Man SMID T5 Sec Eq TR USD

F00001CNVW:  AlphaVee US Mega Cap TR USD

F00001CNVR:  AlphaVee Quality Yield TR USD

F00001784I:  Alphavee RM Top 5 Sec ETF&T.Bonds TR USD

F00001784K:  Alphavee Green Transportation TR USD

F00001784J:  Alphavee RM Top 5 Sec Eq&T.Bonds TR USD 

Morningstar

Risk Managed Top 5 Sector Equities & Treasury Bonds Index

YTD

CAGR*

SD*

Sharpe*

Sortino*

Correlation*

As Of : yyyy-mm-dd

* Inception Date: yyyy-mm-dd

Available through CBOE, SmartX, Smartleaf, C8 Technologies, BX Partners or Direct Indexing

Track our Strategies

AVGRNTSP,    AVT5EQTB,   AVT5ETTB AVUSMEGA, AVCHQYLD

AVT5SMID

Investable on the SmartX direct indexing platform

Risk Managed SMID Top 5 Sector Equities, Green Transportation, Quality Yield, Risk Managed Top 5 Sector ETFs & Treasuries,
Risk Managed Top 5 Sector Equities & Treasury Bonds, Risk Managed US Equity & Treasury Bonds,
 US Mega Cap, International Dynamic, Risk Managed Fixed Income

Investable on the Smartleaf Asset Management platform

Risk Managed SMID Top 5 Sector Equities, Green Transportation, Core High Quality Yield, Core Top 5 Sector ETFs & Treasuries,
Risk Managed Top 5 Sector Equities & Treasury Bonds,
U.S. Large Cap 100, U.S. Mid Cap 100, U.S. Large Cap Dividend 100

American Century Quality Diversified International ETF (QINT)

Designed to enhance core international exposure by applying a systematic methodology that 
emphasizes high-quality value and growth companies, primarily in developed markets.

Alpha Vee strategies available now on Fusion

Green Transportation, Quality Yield, Risk Managed Top 5 Sector ETFs & Treasuries,
Risk Managed Top 5 Sector Equities & Treasury Bonds, Risk Managed SMID Top 5 Sector Equities, Risk Managed US Equity & Treasury Bonds,
US Mega Cap, Risk Managed Fixed Income

Fusion

Alpha Vee strategies available now on Amplify

Green Transportation, Quality Yield, Risk Managed Top 5 Sector ETFs & Treasuries,
Risk Managed Top 5 Sector Equities & Treasury Bonds, Risk Managed SMID Top 5 Sector Equities, Risk Managed US Equity & Treasury Bonds,
US Mega Cap, International Dynamic, Risk Managed Fixed Income

Amplify

Our Solutions

Strategies & Indexes

Capabilities
Alpha Vee combines deep financial knowledge with a best-in-class software platform that enables us to build, analyze and test equity investment models .

Strategies & Indexes
Click here to see a select list of our strategies.
Licenses to use the Index as the underlying value for derivative instruments are issued to stock exchanges, banks, financial services providers and investment houses.
We have strategies available through the following direct indexing
platforms: Smartx, Smartleaf, C8 Technologies.

Custom Index Services
Alpha Vee has developed a comprehensive software platform that can take an
investment idea, model it, test it and apply it to any type of investment instrument.


Leigh Eichel, CEO of Alpha Vee, discusses Direct Indexing with Smartleaf

Watch the Webinar

SaaS Solutions


Alpha Vee is a Fintech company with a proven team of software developers with strong financial knowledge.
Our software platform is robust and user friendly. Users include individuals, asset
managers, financial and academic researchers and RIAs. They use our tools to gain access to clean financial data wrapped by a state-of-the-art engine.
45,000 global securities, Point-in-time history with ratios, hundreds of factors,
aggregates, EOD Pricing, and more.
Intuitive tools for ranking systems, screens, risk vs. return analytics, and an automated trading system. Ability to backtest a system using your real-world assumptions.


See a quick demo of our software

Research

Alpha Vee's software and indexes are backed by unique fundamental research.

Alpha Vee's Co-Founder Moshik Kovarsky met with Julie Cooling, Founder & CEO, RIA Channel to discuss his fundamental momentum strategy.


Alpha Vee is very different in the way it takes fundamental data and applies a top-down approach to create a market risk adjustment, sector risk investment and stock selection adjustment.

Watch Our Webinar on Risk Management

Who We Serve

Our indexes, customized or off-the-shelf, are designed for advisors looking for investment strategies on various TurnKey-Asset- Management Platforms (TAMPs). Currently available through the following platforms:
Smartx, Smartleaf, Virtue Capital Management, BX partners.
Alpha Vee offers a calculation and dissemination process through our partner network.

We create institutional quality indexes, customized through a collaborative process with the product development team and PMs. We support the complete lifecycles of index creation, maintenance, ETF launch and after-market activities including calculation and dissemination of the index.
Alpha Vee offers a calculation and dissemination process through our partner network.

We create institutional quality indexes, customized through a collaborative process with the product development team and PMs. We support the complete lifecycles of index creation, maintenance, ETF launch and after-market activities including calculation and dissemination of the index.

State-of-the-Art technology with 45,000 equity securities, hundreds of factor sets, backtesting of portfolio scenarios. Risk on/Risk off indicators. User friendly system for streamlined work flow. 

All strategies can be deployed as actively managed products. Our strategies are wrapper agnostic. 

Our Partners

CBOE

CBOE

Cboe Global Markets, Inc. (Cboe), are defining markets to benefit all participants. Unique among global exchange operators in their capability to drive the global marketplace forward through product innovation, leading edge technology and seamless trading solutions

Smartx

Smartx

SMArtX is a pioneering managed accounts technology firm and architect of the SMArtX turnkey asset management platform (TAMP).

American Century Investments

American Century Investments

More than a half century ago, an innovator named Jim Stowers, Jr. founded a small asset management firm in his one-bedroom Kansas City apartment. His vision was to create a company dedicated to integrity, performance and service all focused on one objective: helping investors reach their financial goals.

Morningstar

Morningstar

Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois. It provides an array of investment research and investment management services. With operations in 29 countries, Morningstar's research and recommendations are considered by financial journalists as influential in the asset management industry. The firm also provides software and data platforms for investment professionals, including "Morningstar Direct" and "Morningstar Advisor Workstation”.

Smartleaf Asset Management

Smartleaf Asset Management

SAM (Smartleaf Asset Management LLC) is a fully owned subsidiary of Smartleaf, Inc, whose automated rebalancing workflow platform helps its clients deliver customized, tax-optimized portfolios at scale. SAM is an SEC-Registered Investment Advisor that leverages Smartleaf Inc. software to provide unified managed account (UMA) rebalancing and trade execution services.

Virtue Capital Management

Virtue Capital Management

Virtue Capital Management is committed to bringing dynamic, scrupulously researched investment techniques, strategies and portfolios to investment advisors and their clients. 
Every model does not fit every client. Virtue Capital Management, stress client-centric financial planning, one client at a time. The industry standard for Registered Investment Advisors is thoroughly researched financial planning: At Virtue Capital Management, this standard is their starting point.

Fossil Free Solutions

Fossil Free Indexes

Fossil Free Indexes is a performance- and mission-driven investment manager focused on developing and managing pragmatic climate-aligned strategies. Our rules-based approach to portfolio construction is designed to capture alpha from thematic sustainability trends and support responsible investment principles over long-term market cycles.

The Amplify Platform

The Amplify Platform

Amplify delivers a scalable and flexible digital wealth management ecosystem that enriches all aspects of your firm and empowers your advisors to focus on winning the moments that matter.

Fusion Capital Management

Fusion

Founded in 2011, Fusion Capital Management provides the technology that fits your process, the marketing that fits your value, the investment solutions that fit your clients, and the operations that fit your needs. They provide end to end support for IARs and RIAs. 

C8 Technologies

C8 Solutions

Established in 2017 in London by Mattias Eriksson and Dr. Ebrahim Kasenally, previously partners and senior executives at BlueCrest Capital Management – one of the largest global alternative investment management firms. C8 combines decades of investment research, trading and technology experience.

Alpha Vee Solutions Ltd

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Contacts

+1-617-212-8691
info@alphavee.com

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