Institutional-Grade Mechanical Research - Advisor Ready
Research and strategies built for “real world” application by Advisors.
SINCE 2020
What We Do
We provide investment professionals quality research for precise decision making.
Many advisors are buried in noise: 1,000+ ETFs, daily headlines, and “hot” strategies that vanish in the next drawdown. Your clients demand proof, not promises—yet building rigorous, mechanical models in-house can be cost-prohibitive and time-intensive.
Years of
Experience
Reduce emotional biases
Scalable across your practice
“Realism” - Real world application
ABO Research delivers factor-based mechanical strategies – fully backtested, low-turnover, high liquidity—that produce absolute and / or risk adjusted outperformance over benchmarks. Plug-and-play for you with no PhD required.
Based On Academic Research
Our Process
We build rules-driven mechanical strategies that buy and sell securities using algorithms and hard numbers—zero discretion, zero emotion. Rooted in peer-reviewed academic research, they exploit proven market factors (value, size, momentum, profitability) that systematically provide excess performance. When building strategies, we focus on realism and scalability.
Our Strategies
We offer Core ETF strategies that utilize low cost, broad-market ETFs/indexes to capture global returns with active risk and return overlays built in. Our equity basket strategies are concentrated baskets of 5 – 10 stocks to capture factor alpha (e.g., value, size, momentum, profitability).