BasicMetrics

Mean-Variance Optimization (MVO)

  • A textbook mean-variance optimizer with enhanced features.
  • More than a simple Excel tool. An upgradeable platform that produces clear, communicable results.

BasicMetrics PLUS

Advanced multi-period MVO

  • Utilize an additional suite of forecasting and multi-period modeling tools.
  • Sampling MVO inputs creates what-if scenarios that mitigate the sensitivity of the standard MVO framework.

StableMetrics

Proprietary optimization & risk modeling

  • Advanced asset modeling that departs from the MVO framework.
  • Optimization utilizes assets characterized by non-normal distributions.
  • Identify mispriced risk and act with confidence.


CUSTOM INTEGRATION AVAILABLE FOR ALL PLATFORM EDITIONS

  • Cloud or local access deployment
  • Front-end API Datafeed
  • Back-end Report Tool