Benefits to Equity Managers

The most important output of the Model will be a list of securities to analyze for possible inclusion in a firm’s equity portfolio. The Model also produces reports which rank the entire universe of securities and provides a perspective of each security vis-à-vis the selected universe.

The primary benefit of the Acadia Model is that it quickly screens and analyzes a universe of securities using historical fundamental data and filters out a small number of securities for further analysis, thereby dramatically reducing the amount of time expended by analysts and portfolio managers.

The Acadia Model is uniquely flexible because each equity manager can stipulate his own analytical criteria before the Model is run. By setting "loose" to "tight" secondary criteria, he can expand or contract the list of securities which the Model generates for further analysis. Since the Model takes less than thirty seconds to run, the screening criteria can be modified a number of times in order to generate several unique lists of securities. Finally, a manager may use the Model not just with the S&P 500, but with any large universe of U.S. securities not exceeding 500 names such as the Mid Cap 400 or the Small Cap 600 (reduced to 500), or a sector such as manufacturing or technology.