Integrated Quantitative Investments (IQI) offers global equity strategies to institutional investors through separately managed accounts. IQI uses a systematic investment strategy that utilizes quantitative methods applied to public equities. Their process integrates proprietary investment signals, combining research on corporate fundamentals, macroeconomic variables, and global integration trends. Portfolios are implemented through a disciplined optimization process that balances expected returns, risk exposures, and transaction costs.
Fee Structure
IQI's investment management fees are negotiable and specified in a written agreement with each client. The fees vary depending on the product and the value of the assets being managed. All management fees may have a negotiable fixed component and/or a variable performance-based component. The firm offers two representative products:
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Global Equities:
- Less than $50,000,000: 0.70%
- $50,000,001 - $250,000,000: 0.65%
- Greater than $250,000,001: 0.60%
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US Microcap:
- Less than $25,000,000: 1.10%
- $25,000,001 - $50,000,000: 0.90%
- Greater than $50,000,001: 0.85%
Fees are charged in arrears. For performance compensation, the written billing information will also include the client’s cumulative net investment gain (or loss) and the amount of cumulative net investment gain over which the Manager will receive performance compensation.