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BUILD A PORTFOLIO
IN MINUTES

Portfolio Builder is an interactive tool for licensed institutions that provide the necessary insights and analysis to assist you in building portfolios.

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It's Free

Do Away With Manual Calculations and Spreadsheets.


Portfolio Builder is designed to help users make informed decisions when comparing and analyzing portfolios and investment products. Increase time management and enhance your client’s overall experience and understanding. The interactive interface allows users to better explain diversification through easy to read visuals.

Also, the tool provides necessary insight and analysis to:

1) rate portfolio by risk bands

2) create optimal portfolios along the Efficient Frontier.

The tool is based on the Modern Portfolio Theory (MPT) and Hierarchical Clustering.


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It's Free

All-in-one tool to grow your
portfolio profile

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Retrieve Price Data

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Plot Efficient Frontier and Efficiency Loss

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View recommended Portfolios based on target return

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Backtest portfolio with different rebalancing strategies

Platform Demonstration

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Inputs

  • Product Universe

  • Proxies for products with less than 10-year history

  • 10-year historical price and dividend data

  • Foward-looking expected returns and volatility

  • Minimum & Maximum weight per product

  • Maximum number of products

  • Number of risk buckets

  • Constraints

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Outputs

  • Risk Buckets

  • Set optimal portfolios per risk bucket

  • Expected returns and volatility per optimal portfolio

  • 10-year back-testing of the model portfolios

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Optional

  • Calculation of the optimal threshold per model portfolio, in case of threshold-based rebalancing logic

  • Other product characteristics, e.g. Total Expense Ratio (TER)

Video Demonstration

Suitable for these industries

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Chief Investment Officers

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Fund Managers

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Investment Advisors

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Investment Analysts

IMPROVE EFFICIENCY & SAVE TIME

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