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QRG Market Series Quantitative Portfolios

The Market Series contains a subset of the constituents of a major market index and is designed to mimic the portfolio characteristics of the index as a whole. Each portfolio in the Market Series is available in multiple managed account formats.

Strategies

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Market Beta
Large Cap Core
The Quantitative Portfolio: Market Series Large Cap Core is a passively managed Separately Managed Account. The portfolio is designed to provide beta exposure and returns similar to those of an appropriate asset class benchmark with a limited number of securities.
Minimum Investment:$100,000
Benchmark:CRSP US Large Cap
Inception Date:6/5/2013
Quarterly Commentary
Large Cap Growth
The Quantitative Portfolio: Market Series Large Cap Growth is a passively managed Separately Managed Account. The portfolio is designed to provide beta exposure and returns similar to those of an appropriate asset class benchmark with a limited number of securities.
Minimum Investment:$100,000
Benchmark:CRSP US Large Cap Growth
Inception Date:6/7/2013
Large Cap Value
The Quantitative Portfolio: Market Series Large Cap Value is a passively managed Separately Managed Account. The portfolio is designed to provide beta exposure and returns similar to those of an appropriate asset class benchmark with a limited number of securities.
Minimum Investment:$100,000
Benchmark:CRSP US Large Cap Value
Inception Date:6/7/2013
Small Cap Core
The Quantitative Portfolio: Market Series Small Cap Core is a passively managed Separately Managed Account. The portfolio is designed to provide beta exposure and returns similar to those of the S&P600 with a limited number of securities. Typically, the portfolio will consist of about 100 securities with a predicted tracking error to the index of approximately 1.5% or less.
Minimum Investment:$100,000
Benchmark:CRSP US Small Cap
Inception Date:6/11/2013
All Cap Core
The Quantitative Portfolio: Market Series All Cap Core is a passively managed Separately Managed Account. The portfolio is designed to provide beta exposure and returns similar to those of an appropriate asset class benchmark with a limited number of securities.
Minimum Investment:$100,000
Benchmark:CRSP US Total Market
Inception Date:6/5/2013
Quarterly Commentary
International ADR
The Quantitative Portfolio: Market Series Intl ADR is a passively managed Separately Managed Account. The portfolio is designed to provide beta exposure and returns similar to those of an appropriate asset class benchmark with a limited number of securities.
Minimum Investment:$100,000
Benchmark:BNYM Dev Mkt Classic ADR
Inception Date:6/6/2013
Emerging Markets ADR
The Quantitative Portfolio: Market Series Emerg Mrkts ADR is a passively managed Separately Managed Account. The portfolio is designed to provide beta exposure and returns similar to those of an appropriate asset class benchmark with a limited number of securities.
Minimum Investment:$100,000
Benchmark:BNYM Emg Mkt Classic ADR
Inception Date:6/5/2013
Global Equity
The Quantitative Portfolio: Market Series Global is a passively managed Separately Managed Account. The portfolio is designed to provide beta exposure and returns similar to those of a global equity benchmark with a limited number of securities. Typically, the portfolio will consist of about 150 securities.
Minimum Investment:$200,000
Benchmark:Blended Benchmark: 69% CRSP US Large Cap, 31% BNYM Dev Mkt Classic ADR
Inception Date:7/30/2018
Market Beta + Dividend Income
Large Cap Dividend Income
The Quantitative Portfolio: Market Series Large Cap Dividend Income Portfolio is a passively managed Separately Managed Account. The portfolio is designed to provide beta exposure and returns similar to those of an appropriate asset class benchmark with an appropriate number of securities. The Dividend strategy is constructed using high-quality, dividend-paying stocks to produce a dividend income superior to that of the benchmark.
Minimum Investment:$100,000
Benchmark:CRSP US Large Cap Value
Inception Date:6/18/2019
Quarterly Commentary

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