Integrated Quantitative Investments
Integrated Quantitative Investments
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    • Home
    • About
    • Team
    • Capabilities
    • Awards
    • News & Insights
    • Contact
    • Terms of Use
    • Form CRS
  • Home
  • About
  • Team
  • Capabilities
  • Awards
  • News & Insights
  • Contact
  • Terms of Use
  • Form CRS

Performance Awards

                                                     Global Equity

  • Q3 2025: Global Equity Universe – Bull/Bear Masters Award
  • Q2 2025: Global Equity Universe – Bull/Bear Masters Award
  • Q1 2025: Global Equity Universe – Bull/Bear Masters Award
  • Q4 2024: Global Equity Universe – Bull/Bear Masters Award
  • Q4 2024: Global Equity Universe – 3 Stars Award
  • Q3 2024: Global Equity Universe – Bull/Bear Masters Award
  • Q2 2024: Global Equity Universe – Bull/Bear Masters Award

                                               Emerging Markets

  • Q2 2025: Emerging Markets Universe – 1 QTR Award

                                                  US Small Cap

  • Q3 2025: Small Cap Core Equity Universe – 1 Year Award
  • Q2 2025: Small Cap Core Equity Universe – 1 Year Award
  • Q2 2025: Small Cap Core Equity Universe – 1 QTR Award
  • Q2 2025: US Core Universe – 1 Year Award
  • Q4 2024: Small Cap Core Equity Universe – 1 Stars Award

                                                  US Micro Cap

  • Q2 2025: Micro Cap Universe – 1 Year Award
  • Q2 2025: Micro Cap Universe – 1 QTR Award
  • Q2 2025: Micro Cap Universe – Bull/Bear Masters Award
  • Q2 2025: US Core Universe – 1 Year Award
  • Q2 2025: US Core Universe – 1 QTR Award
  • Q1 2025: Micro Cap Universe – Bull/Bear Masters Award
  • Q4 2024: US Core Universe – 1 Stars Award
  • Q3 2023: Micro Cap Universe – 2 Stars Award

Disclaimers 

IQI Global Equities currently has one client invested in the strategy.  IQI Emerging Markets has two clients invested in the strategy. IQI Small Cap Strategy has two clients invested in the strategy. IQI US Microcap has two clients invested in the strategy.   PSN was not compensated for the awards other than licensing the PSN award logos depicted. The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant.
1 STAR CATEGORY: These top performers are strictly based on current quarter returns. 

2 STAR CATEGORY: These top performers are strictly based on returns for the one-year period. 

3 STAR CATEGORY: These top performers are strictly based on returns for the three-year period.

Bull & Bear Masters: Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent three-year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three-year period, and Downside Market Capture ratio of 100 or less for the latest three-year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio become the PSN Bull & Bear Masters. 


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