Optimized Portfolio Management

With Insightful’s innovative optimized portfolio management solution, you can streamline the portfolio construction, optimization, and backtesting functions, while delivering superior risk-adjusted returns on either client portfolios or internal treasury portfolios.

Insightful’s Optimized Portfolio Management solution provides a statistically rigorous software framework to optimize a financial portfolio, using techniques ranging from the classic mean-variance approach to more complex objective functions involving logarithmic returns and coherent risk measures such as expected shortfall.

• Achieve competitive advantage by seamlessly integrating the portfolio construction, testing, and optimization, and reporting workflow
  
  
• Rapidly prototype and test out portfolio models
  
  
• Handle large number of asset types
  
  
• Free up quants from redundant tasks - such as re-running analysis with a different date range, different set of inputs – to develop new models, develop trading strategies, and more value-added tasks
  
  
• Replace spreadsheets with a workflow solution that is scalable and allows collaboration
  
  
• Flexibly and rapidly implement multiple models using different risk-return objectives

The Optimized Portfolio Management solution from Insightful can help your organization gain an edge by providing advanced optimization techniques, a scalable statistical and financial function library that let’s you analyze and study time-series data, backtest your portfolios, and generate a variety of performance reports.

To find out more about how Insightful’s Optimized Portfolio Management solution can transform your institution please email or call in the US and Canada (800) 569-0123, UK +44 (0) 1256 339800, Zurich +41 (0)44 251 68 44, or Hong Kong/Asia Pacific +852 2549 0268.