The Dynamic Allocation Strategy equity allocation improved to near benchmark allocation.

The six top-level indicators in the model are split between equities and fixed income.

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

Full strategy commentary: NDRDAS202306051

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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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BY JON WEBB
C8 Technologies Expands into the US with New Tools and Team November 1, 2022… Read more →

NDR Fixed Income Allocation Strategy July 2023 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →
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