Investing is multi dimensional, with the need to balance up risk, return and transaction costs. Conventional stock filtering is single dimension and does not achieve the best outcome, exposing investors to higher risks and costs.
Portfolio optimisation ensures the best portfolio given the preferences and limitations.
We simplify a computationally intensive process and make it accessible.
By allowing users to parameterise the optimiser with their own preferences, portfolios are optimal and personalisable.
Our optimiser has been constructed to be robust, computationally fast and consistent with user’s objective (e.g. in maximising ESG or its sub-pillars in their portfolios).