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Using Proprietary AI and a Quantitative Model to Make Better Investments

Bringing a New ETF to the Market

Draco Evolution wanted to launch a new ETF. The fund had many moving parts. Draco wanted a clear investment case and fact sheet to communicate how its proprietary AI and a quantitative model create an all-weather portfolio that responds quickly to market cycles, capturing upside potential while mitigating downside risk.

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A Value Prop in Three Parts

People think in threes. That's why we structured the investment case into a clear, three-part piece.

 

These three parts are described as "layers," which helps investors understand the sequence of the asset selection process.

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A Fact Sheet That Gets to the Point

There are now more ETFs than stocks. It's a competitive landscape. Getting the reader's attention means giving them the differentiators in clear language. 

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© 2026 Meridian Financial Communications

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