Trading Rules

Model Managers are asked to trade within a limited set of rules based on the risk scores we assign to their models. We apply filters to the Models to ensure that non-qualifying trades are not mirrored.

• Trade within the risk score of the model

  A model's risk score determines the asset class (e.g. ETFs, Equities etc) and type (i.e. Long Only, Long Short) that can be traded during market hours only.

• Liquidity minimums

  Trade only in securities with a market cap >$50M ($10B for Risk Score 1) and an average daily trading volume >10,000 shares.

• Activity constraints

  Day traders cannot counter trade within 15 minutes, and those using margin cannot borrow over twice the value of their own assets.

• Download the complete Model Manager Account and Trading Rules.

• Any questions?

  View the Managing a Model FAQ or contact Manager Relations at 1.866.825.3005.