Buying, selling & weighting. That's all there is to it. Or is it?
In short... yes, that's it. But each and every asset or portfolio manager knows it can be tough. Picking a winning combination out of a zillion possibilities is very time-consuming. Plus, you're probably personalising your wealth services and catering to more customers than ever before.
It requires a new set of tools for you and your team to thrive in this new normal.
When it comes to Portfolio Construction, is there something beyond mean-variance? Yes! iVaR! InvestSuite Value at Risk (or iVaR) is a 4th generation risk metric that takes into account how humans perceive risks. The objective of our portfolio construction framework is to minimise the frequency, the magnitude and the duration of drawdowns.
Key benefits.
See results quickly
Integrating our portfolio construction APIs or console is fast. You can start optimising, tracking indices, protecting floors, or tilting portfolios towards tangible factors or ESG metrics quickly.
Cost-efficient
Budgets are scrutinised, and a quant team with a self-service optimisation framework will cost a lot of money to develop. We give you access to the most innovative digital InvestTech solutions in a cost-effective way.
Tech expertise
Developing cutting-edge wealth management solutions requires diverse skill sets. We give you access to the finest R&D experts, quants, AI specialists, designers and more. No need to build an in-house team of experts to have continuous access to in-depth expertise and continuous innovation. Work with us, stay ahead.
Portfolio Optimizer
A cloud-based portfolio construction framework that allows customisation at scale.
