The Dynamic Allocation Strategy moved above benchmark allocation.

Two-thirds of the six top-level indicators in the model favor equities over fixed income.

U.S. Small-Caps, non-U.S. Developed, and U.S. Value received the highest allocations. Click the link below to read more about the strategy’s positioning.

Full strategy commentary: NDRDAS202212051

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C8’s Weekly Bulletin: Seasons Greetings!

BY JON WEBB
It has been another strong year for C8 Technologies, as we continue to expand and spread the direct indexing message worldwide. We could not have done it without you all, our clients, partners and friends.  We are very grateful for all your support in sharing our journey and achievements. Thank you!  May we wish you the season's greetings and best wishes for 2023. For our final issue of the year, we highlight the recent recovery in interest rate and bond markets, and in 'long-only' allocation strategies, both of which were hit hard in the first three quarters of 2022.  Read more →
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