MSP investment approach

Key summary points:

  • IU’s MSP service is intended for diversification that is not dependent on the market’s performance or positive global economic conditions.

  • The service offers combined strategies within a single account to take advantage of rising and falling markets and growth opportunities.

  • The strategy aims to provide relative consistency and smooth out overall growth and profitability of an investment portfolio.

  • Two contrasting approaches discussed are Warren Buffet’s long-term outlook and focus on accumulating quality assets at a discount and Jim Simons’ use of quantitative models to take advantage of temporary market inefficiencies.

  • The core strategy of the service leans towards a quantitative approach like that of Jim Simons.