Investment Advisors. Stock Valuation Model at Acadia Advisors.

The Acadia Model
Benefits to Equity Managers
Integration with Current Software Products
Input Data Used in Acadia Model
Input Data Used in Acadia Model (continued)
List of 14 Primary Variables Used in the Acadia Model to Rank a Universe of 500 Securities
List of 13 Secondary Variables Used in the Acadia Model

Integration with Current Software Products

Many investment management firms currently use a variety of software products, mostly internally created, to isolate stocks for further analysis. The Acadia Model can be used concurrently with existing internally-created software to either identify or confirm securities for purchase consideration. In addition, the Acadia Model supplements other externally-developed products by offering fundamental analysis not provided through

services such as Compustat and FactSet Research. Acadia’s primary and secondary screening criteria are substantially different than those used by other data providers (see "The Acadia Model" and lists of primary and secondary criteria in Attachments 2 and 3).

We trust that the information provided on the Acadia Model is of value to you and your firm. If you would like to receive a demonstration, please call us at (212) 554-4038, or Submit web form.