ASSET MANAGERS
Build and optimize model portfolios. Compare various investment strategies. Evaluate your client’s preferred strategy and track how much it deviates from your initial model portfolio
FEATURES
Portfolio Construction

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Strategic Asset Allocation
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Portfolio Optimization - Incorporate Views
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Unique Proprietary Returns Engine
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Model Portfolio Customization

Risk Analysis
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Returns / Risk Analysis
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Target Alignment Tracking
Product Selection

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Product Performance
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Evaluation Metrics
Business Monitoring

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Generate Client Reports
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User Dashboard
Find out more about how LUMIQ will enhance your business by contacting us!