Asset Allocation Suite

The Asset Allocation Suite guides investment committees to realistic, diverse portfolios with well-managed risk. The three applications within the Suite improve the estimates of risk and return with advanced statistics, compute the Resampled Efficient Frontier™, provide guidance as to whether the investor should trade, and produce charts and graphs for financial planning purposes. Contact us for more information.

Estimator: advanced investment forecasting	Optimizer: a better way to build investment portfolios	LifeCycle: selecting the appropriate portfolio for a particular investor
smoothes extreme risk and return estimates using advanced statistics adjusts inputs based on user confidence eliminates statistical noise included in the Asset Allocation Suite	produces better diversified, more marketable portfolios can be adapted to a variety of environments decreases the necessity of optimization constraints reduces unnecessary trades alerts the investor when a counter-productive risk level is targeted generates charts to illustrate the results available for asset allocation and equity optimization	finds the appropriate portfolio on the efficient frontier for a specific client includes many interactive charts addresses cash flow assumptions available in the Asset Allocation Suite