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Asset Allocation Optimization Systems for Investment Strategy & Asset Allocation
Advanced mathematical modeling tools that generate optimal portfolio allocations based on investment objectives, constraints, and capital market assumptions using various optimization techniques.
Other Investment Strategy & Asset Allocation
FIS Investment Operations
By: FIS Global
https://www.fisglobal.com/en/solutions/investment-management
By: FIS Global
https://www.fisglobal.com/en/solutions/investment-management
This platform supports comprehensive investment management and reporting capabilities, focusing on performance analytics, compliance, transaction processing, and integration with existing financial systems.
A comprehensive investment management platform for trading, compliance, accounting, and operations. Provides order management, execution management, portfolio analytics, and compliance monitoring for investment bankers and asset managers.
Investment analytics platform with global database of managed investments, securities, indexes, and market data. Includes portfolio analysis tools, ESG data, risk metrics, and performance attribution.
A comprehensive wealth management platform that supports model management, portfolio construction, trading, rebalancing, performance reporting, and compliance monitoring. Features include tax-efficient trading, custom model creation, and secure client reporting.
Axioma Portfolio Optimizer
By: Axioma (part of Qontigo)
https://www.qontigo.com/products/axioma-portfolio-optimizer/
By: Axioma (part of Qontigo)
https://www.qontigo.com/products/axioma-portfolio-optimizer/
A portfolio construction and risk modeling system that combines multi-factor risk models with flexible portfolio optimization tools. Provides comprehensive constraints, transaction cost models, and tax management features.
Portfolio construction, risk management, performance attribution, ESG and climate analysis, factor modeling, stress testing, and scenario analysis across multiple asset classes.
Northfield Optimizer
By: Northfield Information Services
https://www.northinfo.com/products/optimizer.php
By: Northfield Information Services
https://www.northinfo.com/products/optimizer.php
Comprehensive portfolio optimization system that supports asset allocation, security selection, and portfolio rebalancing. Includes multi-asset class optimization, tax-aware optimization, and risk budgeting capabilities.
Asset allocation and portfolio construction platform that incorporates advanced risk models, regime-based analysis, and downside risk metrics. Includes scenario analysis, stress testing, and tax-aware optimization.
Suite of solutions for strategic asset allocation, ALM, and goal-based planning. Includes scenario analysis, dynamic optimization, and liability-driven investment modeling.
MPI Stylus Pro
By: Markov Processes International (MPI)
https://www.markovprocesses.com/solutions/stylus-pro/
By: Markov Processes International (MPI)
https://www.markovprocesses.com/solutions/stylus-pro/
Investment analytics platform with asset allocation, portfolio construction, and optimization capabilities. Includes returns-based style analysis, factor modeling, and optimization tools for strategic and tactical asset allocation.
Platform for factor-based asset allocation and portfolio construction. Enables systematic factor allocation, risk budgeting, and custom portfolio optimization based on factor exposures and risk preferences.
Enfusion Portfolio Management & Analytics
By: Enfusion
https://www.enfusion.com/solutions/portfolio-management-system/
By: Enfusion
https://www.enfusion.com/solutions/portfolio-management-system/
Integrated portfolio management system offering rule-based asset allocation, strategy optimization, risk controls, and real-time analytics for institutional investors.