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.
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.
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