ACQM builds regime-aware, rules-based investment research and portfolio construction methodology — then puts it to work through two platforms: one for advisors and RIAs, one for individual investors.
ACQM started by licensing regime-aware model portfolio strategies directly to independent advisors — systematic, rules-based portfolios built to adjust with changing market and macro conditions rather than sit static through them.
As advisors asked for more — a way to document why a tilt was made, to see the research behind a signal, to connect a model to an actual client plan — the model library grew into Quantelligence, a full investment intelligence platform. The same quantitative approach, built by the same research process, now also reaches individual investors directly through Investelligence.
ACQM remains the research and methodology layer underneath both: the regime models, the strategy construction rules, the scoring and attribution frameworks that each platform draws on. Quantelligence and Investelligence are how that research reaches two different audiences; ACQM is where it's built.
Markets and macro conditions move through persistent states — not random noise, but periods with their own character. A portfolio built without accounting for that drifts out of alignment with what it was meant to do, often silently, until a drawdown makes it obvious. ACQM's research is built around tracking that shift directly, on a disciplined, monthly cadence, rather than reacting to it after the fact.
The core of that research is TMRRO — the Tactical Macro-Market Regime Risk Overlay. It separates two readings that are related but not the same: where markets currently sit (risk-on or risk-off) and where the macro backdrop sits (bullish, neutral or bearish). The two can and do diverge — a market can turn cautious before the macro picture deteriorates, or the reverse — and treating them as one signal loses exactly the information that matters most to a portfolio's risk.
A monthly, rules-based read on market-level risk appetite, used to govern tactical exposure in every regime-aware strategy ACQM builds.
A separate monthly read on the macro backdrop — growth, inflation, policy — tracked independently so a shift in one is never mistaken for a shift in the other.
Alongside TMRRO, ACQM researches, constructs and tests a library of model portfolio strategies — systematic allocations with factor investing at the core, built and backtested under the same regime-aware discipline rather than assembled once and rebalanced on a fixed calendar regardless of what the market or macro backdrop is doing.
Each strategy is built from established, empirically-grounded factors rather than discretionary stock-picking — the same research discipline applied to the models as to the regime signal itself.
Every model is researched and tested against ACQM's own regime history rather than a single market cycle, so performance is measured across genuinely different conditions — not just the ones that happened to favor it.
This is the same process whether it's reaching an advisor through Quantelligence's model library and firm-level oversight tools, or an individual investor through Investelligence's portfolio analytics — systematic, documented, and never a discretionary call made in the moment.
ACQM's research reaches the market through two purpose-built platforms, each designed for a different audience.
An investment intelligence platform for independent advisors and RIAs: regime-aware model strategies, monthly macro signals, planning-to-portfolio linkage, and firm-wide oversight — one systematic, documented process, white-labeled under your own brand.
Enter Quantelligence →A DIY investor research and portfolio analytics tool built on the same quantitative research as Quantelligence — brokerage-linked portfolio analysis, scoring, and strategy tools, aimed at democratizing institutional-grade portfolio construction for everyday investors.
Visit Investelligence →15+ years in investment performance, attribution and risk analysis for institutional and pension fund clients, across Morgan Stanley, J.P. Morgan, State Street, and Fiera Capital in Mumbai and Toronto, before founding ACQM.
ACQM's research approach is built from that vantage point: the discipline of institutional performance and risk measurement, applied to building regime-aware investment tools for advisors and individual investors who don't have an institutional research desk behind them.