Since 1993, HGA has utilized a disciplined approach to provide investment recommendations on equity allocation across countries, sectors and industries. Recognizing the importance of top-down global equity allocation for international portfolio performance, we provide clients with timely research and investment insights.
We also offer interactive allocation software that allows clients to create customized models to inform their investment processes.
HGA Interactive Models can be customized easily to meet the clients needs. Clients can use the models to . . .
HGA works closely with clients in the customization.
The Global Balancing Act provides allocations across six developed regions and ten sectors. Here again, the time-tested model incorporates at the sector region and sector level valuation, profitability/growth, risk and sentiment/momentum factors.
All country allocation publications make actionable recommendations based on time-tested models incorporating a group of proprietary valuation, growth, risk, and momentum/sentiment investment indicators.
The All-Country Equity Allocator provides country allocation recommendations with the goal of enhancing the returns of All-Country equity portfolios, including both developed and emerging markets.
The Global Investment Outlook provides country allocation recommendations with the goal of enhancing returns of developed market equity portfolios
The Emerging Market Equity Allocator provides country allocation recommendations with the goal of enhancing returns of emerging market equity portfolios.
Heckman Global Advisors regularly teams up with the brightest minds in Academia and Equity Research to collaborate and write about market insights. Get in touch with the Head of Global Equity Research to learn more about how you can partner with DCM Advisors and HGA Research.