Portfolio Models
Multi-asset portfolio construction and allocation strategies. Risk-parity frameworks and diversified investment approaches across global asset classes.
Strategic Portfolio Construction
Our portfolio models provide systematic approaches to multi-asset allocation and portfolio construction. Based on institutional risk-parity frameworks and diversified investment strategies, these tools help you build balanced portfolios across global markets. Each model implements proven allocation methodologies designed for long-term wealth building and risk management.
Free Models
Open-source portfolio construction and allocation tools.
JPM Efficiente 5
J.P. Morgan's multi-asset risk-parity index with systematic monthly rebalancing and 5% volatility targeting across global markets.
All Weather Strategy
Ray Dalio's All Weather Strategy with risk parity and balanced asset allocation designed for all economic environments.
GTAA 5
Mebane Faber's Global Tactical Asset Allocation with momentum-driven trend-following signals across five major asset classes.
CEFI
EdgeTools proprietary strategy using mean-variance optimization with risk constraints and 7% volatility targeting.
Explore More Models
Discover our complete range of quantitative investment models across all categories.