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Dynamic International
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ETF Universe
MRM screened the ETF universe to identify a diverse group of potential international ETFs, representing specific countries as well as country-blended ETFs looking for regional representation, performance, and liquidity. As new ETFs are introduced into the market, MRM monitors them for potential inclusion in the universe, as they mature and become more liquid.
Quantitative Evaluation & Ranking
Using a complex geometric optimization analysis, ETFs in the universe are quantitatively ranked, based on proprietary weightings of a broad set of returns, risk, and technical factors.
Portfolio Construction
Portfolio construction emphasizes ETFs that rank very well and weighted as core components and ETFs that rank above average and weighted as secondary components. Through the use of an ACE multiplier, MRM isolates the optimal portfolio, attempting to find enough strong candidates to be fully invested. When unable to find sufficient candidates that meet our criteria, we hold as much as 25% of the portfolio in cash and other defensive vehicles.
MRM GROUP
NICHELLE FEHR
12444 POWERSCOURT DRIVE SUITE 350
SAINT LOUIS, Missouri 63131
3146281100
MRM was established in 1988 as an employee-owned private investment advisory firm, registered with the SEC. MRM maintains a strategic partnership with Provident Capital Management and its CEO, Michael Chapman. The strategic partnership focuses on collaboration on product development and enhancement as well as systems, logistical, and statistical backup and business continuity. MRM manages investment funds for individuals, corporations, qualified plans, trusts, foundations, and endowment funds across the United States. Each client's portfolio is managed on a discretionary basis, according to the client's investment objectives and guidelines as stated in the client profile.
MRM was established in 1988 as an employee-owned private investment advisory firm, registered with the SEC. MRM maintains a strategic partnership with Provident Capital Management and its CEO, Michael Chapman. The strategic partnership focuses on collaboration on product development and enhancement as well as systems, logistical, and statistical backup and business continuity. MRM manages investment funds for individuals, corporations, qualified plans, trusts, foundations, and endowment funds across the United States. Each client's portfolio is managed on a discretionary basis, according to the client's investment objectives and guidelines as stated in the client profile.
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