AlphaScope®

Alphascope is like no other service on the street. It’s engineered to focus your attention on the areas of your portfolio where the most alpha can be gained and lost, guiding you in maneuvers big and small that lead to outperformance. AlphaScope employs a proprietary collaborative filtering algorithm — derived from those used to make recommendations on Netflix or Amazon — to give you a weekly report of your fund’s portfolio holdings against the holdings of thousands of similar, actively managed funds as well as your benchmark. Additionally, the report offers personalized recommendations to add, increase, or decrease holdings that present the most potential for alpha.