Facet investments is an investment management company that provides various services to clients. In this article, we will take a comprehensive look at Facet investments’ offerings, including an overview of their investment strategies, account types, fees and more. This review aims to provide investors with a detailed understanding of Facet investments’ capabilities as an investment manager.
Facet investments’ core investment strategies and philosophies
Facet investments utilizes a quantitative investment approach, powered by machine learning algorithms. Their strategies aim to optimize portfolio construction and risk management. The algorithms analyze market data to identify opportunities and risks. Facet investments offers both actively managed strategies and passive index tracking strategies. Their approach combines advanced technology with experienced investment professionals overseeing the process.
Account types offered by Facet investments
Facet investments serves individual investors, financial advisors, family offices, institutions and 401k plans. They offer a variety of account types including individual and joint investment accounts, IRAs, trusts and more. For 401k plans, they provide custom models and portfolio options. For advisors, Facet investments offers model portfolios that can be implemented through various platforms.
Fees and minimum investments for Facet investments’ services
Facet investments charges an annual advisory fee based on a percentage of assets under management. The fee varies depending on account size and strategy selected. They do not charge any trading commissions or custody fees. The minimum to open an account is generally $5,000. For 401k plans the minimum is $250k. Overall, their fee structure is simple and competitive relative to other quantitative investment managers.
Facet investments utilizes a tech-driven investment approach aimed at optimizing portfolio construction and risk management. They offer various actively managed and passive strategies to serve different types of investors. Their account options, fees and investment minimums are typical for the quantitative investment management industry.