Portfolio-Optimizer-Advice-SP
portfolio-optimiser-advice

Efficient Model Portfolio Construction

Based on Black-Litterman approach, Portfolio Optimiser reduces the complexity of asset allocation process and provides a valuable solution to define strategic and tactical asset allocation for your customers. An appropriate model portfolio construction provides agile and swift reaction to market fluctuations, with a balanced management of strategic bedrock and tactical concepts.

Capabilities

MODEL PORTFOLIO CONSTRUCTION

Creation of strategic and tactical asset allocation for optimal model portfolios, leveraging on the most used market algorithms

CLIENT PORTFOLIO OPTIMISATION

Automation and human governance to deliver optimized suitable portfolios in accordance with customers’ needs

Benefits

Leveraging on most used market standard algorithms and approaches

Reducing asset allocation process complexity and operational risk

Increasing efficiency and time/cost saving

Allowing different users to manage model portfolio construction in a homogeneous way

External audit readiness and strategic/tactical choices proving

MiFID compliant model portfolios

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