With just a couple of clicks, this component lets you get a unique portfolio proposal that suits your preferences and portfolio configuration requirements. It means that you have access to your best portfolio among infinite possibilities and moves away from regulated and straight profilings.

The component relies on investment decision making based on the company’s choices. It could be based on ETS investment strategies, on general model portfolios, or on your own investment decision making... It is programmed to be open and adaptable to whatever the intelligence underneath.

Once the investment proposal is reached, the proposal shows various analyses demonstrating the robustness of the investments presented: profitability and cost analyses, the resulting diversification grade, the exposure to the different risk families, exposure to the different regions... All of these, accompanied by graphs that improve the user's explainability and understanding.

Intelligence

The Machine (algorithm) generates a personalised investment proposal tailored to the user's preferences. This is key and different: it’s a client-centric algorithm (not based on a predetermined ranking of assets).

Where to use it?

This component can be used in a multitude of applications. Here are some examples:

• Public application for customers to create new portfolios based on their investment preferences.
• Internal application for advisors to create new portfolios based on client's investment preferences.
• Anything that you come up with.

Subcomponents

analysis-summary analysis-evolution analysis-exposures analysis-regions analysis-powerbars analysis-esg portfolio-positions