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


Portfolio Construction

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  • Strategic Asset Allocation 

  • Portfolio Optimization               - Incorporate Views

  • Unique Proprietary Returns Engine

  • Model Portfolio Customization

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Risk Analysis

  • Returns / Risk Analysis 

  • Target Alignment Tracking

Product Selection 

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  • Product Performance

  • Evaluation Metrics

Business Monitoring

  • Generate Client Reports

  • User Dashboard

Find out more about how LUMIQ will enhance your business by contacting us!