The Role of Quantitative Models in Building Smarter SMAs

Friday, April 4, 2025

We’re honored to be featured in the newly released Zephyr PSN Outlook for 2025!

Our article, “The Role of Quantitative Models in Building Smarter SMAs,” explores how data-driven strategies can enhance portfolio customization, improve risk management, and deliver smarter outcomes for clients in separately managed accounts.

Thank you to Zephyr and Informa for including Ativo Capital alongside a fantastic group of contributors. As SMAs continue to grow in popularity, we’re proud to help lead the conversation on how innovation and process can drive better investing. Check out the full outlook here: Zephyr PSN Outlook for 2025

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