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INVESTMENT PORTFOLIO BUILDER: BUILD YOURS IN MINUTES

Portfolio Builder is an interactive tool that provides the necessary insights and analysis to assist licensed institutions.

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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) assigned portfolio to the right risk band

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 investment portfolio builder
to grow your profile

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Retrieve price data

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Plot Efficient Frontier and compare efficiency loss

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View recommendations based on target return

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Backtest 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

  • Forward-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

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Optional

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

  • Other product characteristics, e.g. Sharpe Ratio

How does Portfolio Builder work?

For more flexibility in customizing your potfolio, check out the advance mode

Watch Advanced Mode here

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 and
save time

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