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.
Portfolio Optimizer
A cloud-based portfolio construction framework that allows customisation at scale.
What our Portfolio Optimizer can do for you:
- You decide the strategy and the universe... let our algorithm do the weighting.
- Create unique, hyper-personalised portfolios for each of your customers.
- Tilt portfolios towards tangible ESG metrics.
- Build fully customised benchmarks with our direct indexing solution.
Of course, you’ll still be in charge. Technology isn’t meant to take over your life, but rather to allow you to get rid of time-consuming tasks. Not only will it benefit your life, but your client relationships as well.
