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.