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Clark Capital added to EQIS’s turnkey asset management platform


Clark Capital Management Group will now be available for inclusion in custom portfolios on EQIS Capital Management’s platform.

Clark Capital’s Navigator portfolios are now available on the platform along with dozens of other strategic, tactical and alternative money managers.

"We’re thrilled to add Clark Capital to our platform", says EQIS CEO and Co-founder Scott Winters. "Clark’s portfolios extend our advantage in the creation of custom-designed unified managed accounts that feature multiple managers, broad diversification and Alternatives. Advisors on our platform have been demanding Clark, and we’re very pleased to provide such an outstanding manager to them."

"We are very excited about partnering with EQIS to offer our Global Balanced solutions. These portfolios combine two of Clark Capital’s flagship products offering opportunistic fixed income complemented with global hedged equity to control risk across multiple asset classes, which improves the client experience. EQIS’s front-end technology is extremely robust and rep-friendly, which will help Clark Capital penetrate deeper into the rep-directed market", says Brendan Clark, President of Clark Capital Management Group.

Clark Capital Management Group will have four professionally-managed, diversified accounts based on the Navigator platform, which allows advisors to easily identify a portfolio appropriate to their risk level and investment goals. From lowest risk to highest, the portfolios include the following equity/fixed income blends:

Navigator Global Balanced 20/80 Hedged 
Navigator Global Balanced 40/60 Hedged 
Navigator Global Balanced 60/40 Hedged 
Navigator Global Balanced 80/20 Hedged

Clark employs a global equity approach designed to deliver excess alpha over a full market cycle (measured against the MSCI World Index and the S&P 500). In addition, Clark’s portfolio managers attempt to insulate investors from market declines through an allocation to volatility. Portfolio construction utilises a disciplined, quantitative relative strength research process that targets opportunistic equity exposure in three areas: US market capitalizations and styles, S&P industry sectors and sub-groups and international markets (developed, emerging and frontier).


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