ACQM’s Tactical Macro-Market Regime Risk Overlay (TMRRO), delivered monthly. TMRRO combines a Market Regime Rating (Risk-On / Risk-Off) and a Macro Regime Rating (Bullish / Neutral / Bearish) into a single, actionable framework — giving every positioning decision a systematic, documented basis without disrupting your existing models, philosophy, or workflow.
Every month, Quantelligence publishes outputs that translate complex macro conditions into clear, implementable guidance — grounded in the TMRRO framework and ACQM’s quantitative research process. A systematic, documented foundation for your positioning decisions, without building or maintaining the underlying research yourself.
A monthly assessment of US equity market conditions: Risk-On or Risk-Off. Reflects the current balance of sentiment and volatility conditions and signals how much equity risk to carry in the portfolio right now.
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.
The 60/40 Overlay Portfolio implementation is derived directly from the TMRRO framework. Each month, ACQM provides appropriate equity and bond weights that express the combined Market Regime and Macro Regime ratings within a 60/40 structure — a clear path from framework to action without having to translate the research yourself.
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:
Most advisors navigate this one of three ways — and each comes with a meaningful limitation:
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.
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:
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.
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.
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.
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.
Market Intelligence is the entry point to the Quantelligence platform — and it is complete as a standalone tier. It puts a systematic, documented, regime-aware basis under every positioning decision without disrupting your portfolio structure, your existing models, or your investment philosophy.
$6,000
per year
Monthly Market Regime Rating (Risk-On / Risk-Off) and Macro Regime Rating (Bullish / Neutral / Bearish), individual asset class ratings (Overweight / Neutral / Underweight), a detailed monthly Macro & Market Regime Report, and the 60/40 Overlay Portfolio weights derived from the TMRRO framework.
A CIO-quality macro framework. Flat-fee pricing. Fully white-labeled. Yours to implement with full discretion.