portfolio-assessment
The Portfolio assessment provides an objective (quantitative) diagnostic of your portfolio. The algorithm grades your portfolio, taking into account the diversification degree and the quality of the funds (or whatever financial instrument you may have.)
Are my investment positions a good choice? How are they positioned vs their peers? Are they the best instruments in terms of return, risk ...? And what about the fees? Are my financial instruments efficient and sustainable? And most importantly, do they fulfil my expectations?
Many statistics are shown focused on understanding the potential of improvement.
Intelligence
State-of-the-art artificial intelligence is the basis of the algorithm that provides us with a consistent portfolio assessment. The algorithm analyzes and ranks peer financial instruments to collect the “optimized” portfolio data and to be able to provide a robust comparison with the client investments.
Contrary to what you might expect, the objective of the portfolio assessment is not to question the asset allocation but to play with your selection in order to assess whether the chosen assets are the best option, based not on a one-size-fits-all approach, but taking into account what is important for the client.
Where to use it?
This component can be used in a multitude of applications. Here are some examples:
- Public application for customers to diagnose their portfolio.
- Internal application for advisors to diagnose a client's portfolio.
- Anything that you come up with.