Fama. French. Markowitz. They may not be household names, but their work has provided thousands of investors with a roadmap for getting the most out of their investments. That’s because over the past 55 years, these financial experts have developed “Modern Portfolio Theory” and laid the groundwork for our unique form of passive investment management.

In fact, we engineer our portfolios by drawing on the findings of the world’s most reputable financial academics, including Harry Markowitz, Eugene Fama, Kenneth French, Myron Scholes, William Sharpe, Merton Miller and Paul Samuelson.
 

Example 1 | Milestones in modern investment strategy.
The last 55 years of discoveries in financial science have contributed tremendously to our understanding of how to create optimal investment solutions. Tour a brief history of the modern-day innovations that can enhance your investment experience. More...

Example 2 | The positive activity of passive investing.
The Symmetry Investment Committee takes the best of what academic research has taught us to create highly engineered portfolios founded on the belief in passive investing. More...