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Machine Learning

Countries that have high cross-sectional return predictions based on Machine Learning models outperform countries with low cross-sectional predictions.



  • Dividend Yield (DY)
  • Sales-to-EV (S/EV) Ratio
  • 5-yr Sales Growth (SG5Y)
  • Book-to-market (B/M) ratio
  • Sales-to-Price (S/P) Ratio
  • EBIT-to-EV (EBIT/EV) Ratio
  • Asset-to-Market (AM) Ratio
  • Free Cash Flow Yield (FCFY)

Introducing our latest factor innovation - Borealis FaCs 

Based on BGA Global Country Allocation Framework (BGA G-CAF) Borealis FaCS includes 09 Factor Groups, and 148 Factors.

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Romeer Desai

Financial Analyst, Corporate Development & Testing/Quality

Romeer Desai serves as head of corporate development, testing, and quality at Borealis. He has developed proficiency with Bloomberg and MSCI databases, and a range of experience in data extraction, scrubbing, and analysis. He is currently pursuing a certification as a chartered financial analyst and is undergoing advanced training to better serve executive functions. He graduated from the University of South Carolina with a Bachelor of Science in Business Administration as a finance major.

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Providing Global Equity 
Allocation of Products
to Advisors.

For investment experts who wish to invest globally and want to save significant time and money, Borealis offers an SaaS-based, self-contained and data-driven country asset allocation apparatus that delivers world-leading, real-time, actionable country-level investment insights. By leveraging advanced algorithms and visualization tools, we accomplish this by means of a repository of internally-generated investment data, an AI global investment analyst, and a plethora of dashboards with clearly annotated charts.



Countries with low valuation ratios outperform countries with high valuation ratios.

  • Dividend Yield (DY)
  • Sales-to-EV Ratio (S/EV)
  • 5-yr Sales Growth (SLG5Y)
  • Book-to-Market Ratio (B/M)
  • Sales-to-Price Ratio (SL/P)
  • EBIT-to-EV Ratio (EBIT/EV
  • Asset-to-Market Ratio (ASSET/MV)
  • Free Cash Flow Yield (FCFY)

Factor Groups

The dashboard system powers a country equity rating system called BGA Global RATINGS, which ranks about 85 countries in the investment universe across each factor group classified based on the BGA Global FACTS system. The dashboard system provides visualization designed to easily compare countries using the RATINGS over the 11 distinctive factor groups. The rating system is supplemented by the BGA Global DEEP-VIEW that is conceived to provide an instant snapshot of any country in terms of factor group exposures.

When it comes to global investing, country selection is a critical component of any successful investment strategy. The performance of individual countries and their equity markets can have a significant impact on investment returns, making it essential for institutional investors and money managers to carefully evaluate and select the right countries for their portfolios. However, investing internationally contains a number of pitfalls, including liquidity risk, currency volatility, and geopolitical uncertainty.


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