Portfolio construction for the digital age
A portfolio construction framework that allows cost-effective customization at scale.
There’s no perfect portfolio, only a right portfolio for a specific individual.
Implement true customer intimacy
Customers need to be invested in portfolios they feel comfortable with. That includes portfolios that align with their values and goals.
Forget about 'one-size-fits-all'
Because it fits none. Say goodbye to generalized solutions, and offer personalized investment experiences that truly resonate with your clients.
Build portfolios effortlessly
Construct thousands of individualized portfolios with ease in just a few seconds.
Access our next-generation risk framework
iVaR understands risks like humans do, so you can offer portfolios that better take into account cognitive biases. We also support traditional risk measures such as volatility, VaR, and cVaR if you prefer those.
Rapid setup & infinitely scalable
Integrate our web based platform or REST API. The setup is scalable thanks to our serverless architecture in the cloud and supports a large number of optimisations running in parallel. Leverage our tools and expertise to get to market with new value propositions quickly.
Allow for hyper-personalisation
Explicit views and thematic investing are key to portfolio customisation. Market views can be incorporated via allocation and other limits, or the explicit input of expected returns. Hyper-personalisation of the portfolios is possible via a range of objectives such as expected return, risk, ESG tilts, fundamental factor tilts, tax liability, etc.
Access the broadest investment universe
The universe can consist of ETFs, stocks, crypto assets, (OTC) mutual funds, Sukuks, and others.
🌍 Universe
Select the universe of investable
instruments
EU STOCKS
ISINs to exclude from the universe:
Choose an option
Tailor indices and portfolios to your client needs.
Our indexing capabilities enable the creation of personalized portfolios that follow any benchmark, including tailored ones that reflect personal beliefs.
Align portfolios with ESG preferences
Take out assets that drag your score down, replace them with ones that boost it, and incorporate firm beliefs about ESG aspects in portfolios or indexing strategies.
Hyper-personalized portfolios
Customers need to be invested in portfolios they feel comfortable with.
An optimal portfolio takes into account risk appetite and other constraints: ESG preferences, time horizon, asset classes preferences, etc.
Portfolio Optimizer offers a range of tools to tailor portfolios to the investors’ preference, so they stay with you forever.
Offer digital assets with iVaR.
Portfolio Optimizer's iVaR has been used to build crypto portfolios since 2019 and offers a unique take on this new asset class. iVaR is ideal for crypto because traditional risk measures don’t work well there, as they assume a normal distribution of risk and don’t take into account the time it takes to make up for temporary losses.
Mix & Match to suit your desired use case
Our APIs can be combined in any number of ways to build your optimal solution.
Flexible Portfolio Construction
Combine our tools like Lego blocks to create the exact portfolio you need, with customizable options such as portfolio construction APIs, iVaR, and custom risk models.
Maximum Freedom
Offer individual or model portfolios for direct indexing or to track customized indexes. Gain actionable insights with X-Ray API, scoring stocks on key dimensions like valuation and growth. And leverage our tools to get explicit and individualised downside protection.
Seamless Integration
Access our solutions through APIs for system integration or use the web-based console for portfolio management and back-office teams.
What's everyone reading?
Crypto portfolios beyond indexing and traditional risk measures
Building a portfolio of digital assets can be a complicated task because it’s quite new and different from traditional asset classes. But one thing is certain: approaching digital assets like traditional asset classes is a mistake. So, what’s the secret? We developed a way to intelligently build portfolios of digital assets. And we’ve put it to the test. It works in backtests and it also works in the market. Read the paper to learn more.
Read more
Diversification in an iVaR framework: How iVaR leapfrogs Markowitz’ Curse of Diversification.
In this paper, we will explore how iVaR provides a next-generation, human-centric measure of risk that captures all risk dimensions an investor might care about. Building further on Dr. Markowitz groundbreaking work, we compare iVaR to traditional variance-based portfolios and find that iVaR tends to concentrate less and leads to more natural diversification. Dr. Markowitz was a pioneer in the world of economics and finance. His contributions and influence will remain a guiding force for us.
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Embracing the human perception of risk
InvestSuite’s approach to measuring risk arose from the desire to capture what people intuitively perceive as investment risk. In the end, investors all want the same thing – an account that offers the steady growth of a savings account with a very low probability of losing money, but with the returns of the stock market. We cannot guarantee this, but we can optimise for it, which is precisely why we have developed our own measure of risk: iVaR.
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