Tactical Macro-Market Regime Risk Overlay

You Keep Your Models.
We Tell You When the Regime Is Changing.

TMRRO is a monthly macro-risk intelligence layer that sits on top of any portfolio strategy. It delivers a clear Equity Market Regime Risk outlook — Bullish or Bearish — and individual asset class ratings, so you always know where to position. No new models. No outsourcing. No disruption to your investment philosophy.

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Three Outputs. Clear, Actionable Guidance.

Every month, ACQM publishes outputs that translate complex macro conditions into clear, implementable guidance — without requiring you to build or maintain the underlying research yourself.

Equity Market Regime Risk Rating

A top-level posture on US equity risk: Bullish or Bearish. Derived from ACQM’s proprietary market model assessing sentiment and volatility conditions — the clearest signal for how much equity risk to carry right now.

Asset Class Ratings

Overweight, Neutral, or Underweight ratings across major asset classes — US large cap, US small cap, international equity, investment-grade bonds, high-yield bonds, gold, and commodities. These tell you where to express the regime posture within your existing portfolio structure.

Implementation Guidance

Practical direction for expressing the regime signal within 60/40 and diversified portfolio structures, so you have a clear path from signal to action without having to translate the research yourself.

Static Portfolios in a Dynamic World.

Markets rotate through expansion and contraction, inflationary and disinflationary regimes, liquidity abundance and withdrawal, risk-on and risk-off cycles. Yet most advisory portfolios are constructed and left as if conditions are static.

When the regime shifts, the questions arrive fast — and without a structured framework, they’re hard to answer with confidence:

  • Should we reduce equity exposure right now, or is this just noise?
  • Which asset classes look strongest in this environment?
  • Is this a risk-on or risk-off period, and how do I explain my position if I’m wrong?
  • Am I making this call on data or on anxiety?

Most advisors navigate this one of three ways — and each comes with a meaningful limitation:

  • Static 60/40 models — Disciplined and low-cost, but entirely regime-blind. When conditions shift materially, the portfolio doesn’t respond.
  • Outsource to a TAMP — Convenient, but at the cost of investment differentiation, AUM-based margin compression, and meaningful control.
  • Discretionary tactical calls — The intent is right; the problem is structural. Without a documented, repeatable framework, calls are reactive and hard to justify in compliance reviews.

TMRRO was built to fill the gap that all three approaches leave open: objective, systematic regime intelligence that integrates into your existing process without replacing it.

An Overlay. Not a Replacement.

TMRRO doesn’t change your portfolio models, your investment philosophy, or your client relationships. It adds a structured, rules-based decision layer that sits on top of whatever you’re already doing.

Each month, our proprietary quantitative framework synthesises three categories of inputs into two clear outputs:

Economic Cycle Assessment

Growth and inflation indicators: consumer demand, employment trends, wage dynamics, and inflation trajectory — assessed to determine whether the economic cycle is in expansion, peak, contraction, or recovery.

Monetary Policy & Liquidity

The direction and intensity of rate and liquidity conditions, including yield dynamics and central bank policy posture — a critical driver of asset class behavior across different regime environments.

Sentiment & Volatility Regime

Measures of risk appetite, positioning, and volatility that signal stress, crowding, or regime inflection points — the behavioral layer that often leads fundamental conditions at turning points.

Built for Advisors Who Want Systematic Intelligence
Without Outsourcing the Process.

TMRRO is designed for advisors who want to bring regime-aware risk management into their practice without replacing their existing portfolio structure or handing off their investment decisions.

You run low-cost index or ETF portfolios and want a disciplined risk management layer that limits drawdowns without going fully active.
You make tactical allocation decisions today but they’re based on market commentary rather than a documented, repeatable framework.
You want to explain every allocation shift to clients and compliance with clear, data-backed rationale — not instinct.
You want to stay in full control of your investment process while adding institutional-grade macro intelligence to your decision-making.
You believe protecting clients from severe drawdowns — not just chasing returns — is what makes compounding work over a full market cycle.
You want CIO-quality macro intelligence at a flat fee — not an AUM percentage that compounds against your margin as you grow.

Add Systematic Regime Intelligence
to Your Practice Today.

A CIO-quality macro framework. Flat-fee pricing. Fully white-labeled. Yours to implement with full discretion.

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