ALPHA GENERATION

RISK MANAGEMENT

Beyond Traditional Momentum Research

Customized Portfolio Solutions for Market Professionals

 

 

Testimonials

Global ●  Institutional ● Actionable

 

  • "He (Anthony) has experimented with a number of different services over the years, but now relies mainly on Fidelity's own in-house technical analysts and an American service, QAS, for international stocks. The great advantage of the American service is that it routinely classifies where in the cycle the charts suggest each of the leading stocks in its universe has reached."

    From the best-seller "Investing Against the Tides: Lessons From a Life Running Money" 



    Anthony Bolton
    Fund Manager
    Fidelity Special Situations Fund

  • "As CIO of the Robeco Group, I chaired the investment committee which was responsible for the asset allocation of our balanced portfolios. We used the QAS-signals for both the equity and the bond markets. As international managers, we also made regular use of the QAS-work on currencies. During my years as portfolio manager of the Robeco’s flagship global equity fund, I went through the US and international stock reports at least once a week, in order to pick up signals that could prompt a buy or sell decision. In fact I would never make a buy or sell decision, without having consulted the QAS reports."


    Jacob Van Dujin
    Former CIO Robeco Group
    Global Equity Fund

  • “I have experience with QAS on multiple levels, particularly in terms of their in-house technology capabilities. Outsourcing the daily operational grind of data gathering and preparation to experienced QAS techs allowed my team to focus on other critical areas. By understanding and documenting our process, new efficiencies were identified and incorporated. Cross-training by their team provided the robust operational stability I needed, without additional personnel responsibilities. That was big to me.”

     

    David H. Morton
    Editor & Publisher
    AdvisorGuide, LLC

Case Study

QAS: Momentum Factor Experts

Solutions

Over 40 Years of Trusted Global Performance

We offer a customized screening process based on your requirements. 
                                  Our reports are highly informative, intuitive and actionable. 
                                  Explore new investment ideas and themes with QAS!

Investment Instrument Selection (New Investment Ideas & Themes)

We offer a customized screening process based on your requirements.
Our reports are highly informative, intuitive and actionable.
Explore new investment ideas and themes with QAS!
 • 10,000+ US and International Stocks
 • 1,000+ US and International ETFs and Indexes
 • Global Yields
 • Currencies and Commodities
 • Custom Ratios, Breadth and Special Indicators
 • QAS expert consultations (Market Analysis and Alpha Generation Technique)

Request Your Complimentary Trial Now
Use QAS proprietary “Risk Framework” to analyze and manage portfolio risk.

Risk Management (UW & OW Decisions, Position Sizing)

Use QAS proprietary “Risk Framework” to analyze and manage portfolio risk.
 • QAS algorithm clearly identifies instruments with “Low” and “High” Risk Profiles in your portfolio
 • Our highly sensitive and uniquely calculated “Risk Zones” are designed to enhance any investment process.
 • The QAS risk-related data works well in conjunction with your own fundamental, technical or quantitative methods of analysis.

Request Your Complimentary Trial Now
We offer highly competitive and actionable investment strategies which can be implemented in various investment products.
We specialize in ETF Model Portfolios and “Stock Selection” Investable Index construction.

ETF Model Portfolios and Investable Indexes

We offer highly competitive and actionable investment strategies which can be implemented in various investment products.
We specialize in ETF Model Portfolios and “Stock Selection” Investable Index construction.
 • Customized research and design
    Focus On: Upside Potential, Drawdown Control, Low Turnover,
    Consistent Alpha Generation, High Sharpe Ratio and more
 • Comprehensive trade-by-trade historical back-test and analytics
 • High quality production and maintenance
 • Post-production analytical support

Request a call with a QAS specialist to learn more about various strategies and available licensing programs for asset management firms
QAS has great experience in various “Special Research” and Technology projects. 
Our “Research and Development” professionals are ready to help you with the following projects:

Special Research and Technology Projects

QAS has great experience in various “Special Research” and Technology projects.
Our “Research and Development” professionals are ready to help you with the following projects:
  • Identify risks and potential problems with your investment strategy
  • Create “Custom Overlay” with “QAS Opinion” indicators to improve profitability of your strategy
  • Full “Total Return” historical back-test, analysis and on-going calculation of your strategy
  • Graphs, HeatMaps and other analytical tools

We specialize in “Risk Premia”, “Global Macro”, “Tactical Allocation” and other popular investment strategies.

Request a call with a QAS specialist to learn more about Special Research and Technology programs for asset management firms

Methodology

Objective ●  Disciplined ● Adaptive

 



We are the “Big Data/Momentum Factor” experts. However, we go beyond traditional momentum methods.

The cornerstone of our methodology is a Highly-Sensitive Proprietary Price Cycle Eco-System consisting of the Eight Quant-Rating segments responsible for eight distinct and inter-related market conditions. QAS’ sophisticated algorithm simultaneously calculates and compares quantitative ratings within three different time-frames – Long-Term, Intermediate-Term and Short-Term for every security or index in our Global Database.

Our investment decision making process is based on a unique combination of multiple time-frame quantitative ratings.

For example, our Best Buying opportunities occur when multiple time-frame ratings are turning positive.

Request a call with a QAS specialist to discuss various portfolio construction ideas using QAS quant ratings.

 


In addition to our basic quant-ratings system, we created our own Risk Framework to analyze risk levels for every security and index in our Global Database, as well as a proprietary Relative Strength Score System to analyze a security’s relative market profile as compared to a benchmark.

By combining QAS Risk Zones with the QAS Relative Strength Score System you get a powerful analytical resource for your “OW/UW” decision making process as well as an overall Risk Management Overview of your investment portfolio.

For example, we would recommend to Overweigh the stocks with a low risk zone and positive relative score, and Underweigh stocks with a high risk zone and negative relative score.

Request a call with a QAS specialist to learn more about QAS proprietary methodology implementation for your investment portfolio.

Publications

Contact Info

24 Commerce Street, Suite 1003, Newark, New Jersey 07102
+1 201-432-7900
QAS@QAS-Service.com

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Ken Tower, CEO & Chief Investment Strategist    


       

Steven Malinsky, EVP, Business Development