Portfolio Analyser

Analyse and optimise the performance of an investor’s portfolio.

  • Our Portfolio Analyser helps analyse, build and optimise returns from a portfolio at a selected level of risk and investment time horizon.
  • Choosing from 160,000 UK and offshore funds, users are able to view past performance and see where a portfolio sits on the efficient frontier.
  • New funds can replace existing ones in the portfolio. Then the new portfolio can be optimised for a selected risk level and time – saving at least two hours on average per case during re-alignment.

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