Portfolio Assist

Intelligent portfolio construction, optimisation and investment idea generation specific to your investment strategy.

How it works

Portfolio Assist can construct a portfolio within a minute, reflecting your specific requirements and analysts’ recommendations in real-time.

My Accounts 1
Portfolio Optimiser 2
Portfolio Batch 3
Portfolio Analysis and Monitoring 4

My Accounts

Your account is a one-stop shop for all your accounts and their performance. Here you will get alerts on potential downgrades, material spread changed, highest single name exposure, and the essential signals generated by our Credit Assist. You can take action on an account (force sell, place relative value trades, deploy cash balance), or simply create a new workspace to construct a model portfolio.

 

Portfolio Optimiser

In the portfolio optimiser you can optimise your account or deploy cash. You can construct a portfolio from a universe of bonds (or benchmarks) by choosing an objective (maximise and minimise tracking error) and setting various constraints like turnover limit, transaction cost budget, rating limits, sector constraints, and issuer limits. You can then express your credit views on sector, rating, and maturity buckets as constraints. You can also create constraints to meet ever growing challenges in the area of ESG and regulation.

Portfolio Batch

You can sleep at night while the machine works through all your accounts and produces systematic improvements based on the configuration set by you.

 

Portfolio Analysis and Monitoring

In the portfolio analysis and monitoring section, you can do a deep dive on your portfolio, see where the value is coming from or where there is a lack of performance by slicing and dicing, custom charts, and past trading decisions. Algorithms will continuously alert you about issuers that are predicted to see a material spread change or are at the risk of downgrade or default in the portfolio. You can then delve into the details of a particular issuer or bond by visiting the credit analytics page.

How it works

Portfolio Assist can construct a portfolio within a minute, reflecting your specific requirements and analysts’ recommendations in real-time.

Your account is a one-stop shop for all your accounts and their performance. Here you will get alerts on potential downgrades, material spread changed, highest single name exposure, and the essential signals generated by our Credit Assist. You can take action on an account (force sell, place relative value trades, deploy cash balance), or simply create a new workspace to construct a model portfolio.

 

In the portfolio optimiser you can optimise your account or deploy cash. You can construct a portfolio from a universe of bonds (or benchmarks) by choosing an objective (maximise and minimise tracking error) and setting various constraints like turnover limit, transaction cost budget, rating limits, sector constraints, and issuer limits. You can then express your credit views on sector, rating, and maturity buckets as constraints. You can also create constraints to meet ever growing challenges in the area of ESG and regulation.

You can sleep at night while the machine works through all your accounts and produces systematic improvements based on the configuration set by you.

 

In the portfolio analysis and monitoring section, you can do a deep dive on your portfolio, see where the value is coming from or where there is a lack of performance by slicing and dicing, custom charts, and past trading decisions. Algorithms will continuously alert you about issuers that are predicted to see a material spread change or are at the risk of downgrade or default in the portfolio. You can then delve into the details of a particular issuer or bond by visiting the credit analytics page.

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