InvestSuite Portfolio Optimizer

Key features: -Helps you determine security weights for a self-defined investment universe -Offers a portfolio loss protection methodology that can be overlaid on any investment strategy -Helps you construct sub portfolios that complement your core investment strategy -Helps you construct an intelligent, customised investment benchmark. WEIGHT AID Within an investment universe that you define yourself, WeightAid provides a quantitative approach to selecting security weightings. PROTECTOR Based on our state-of-the-art iVaR portfolio construction methodology and traditional portfolio insurance algorithms (e.g. CPPI), our solution allows you to combine your existing investment process with explicit, individualised downside protection for end investors. ENHANCER Enhancer allows you to create a model portfolio for a specific part of the market (e.g. emerging markets) using our state-of-the-art iVaR portfolio construction methodology. This allows you to increase diversification while remaining focused on your core investment strategy. CHALLENGER Challenger helps you to construct an intelligent, customized benchmark using our state-of-the-art iVaR portfolio construction methodology that can be fully tailored to a specific investment strategy.