Asset Allocation software, Client and Contact Management software, Portfolio Management and Financial Planning software for investment professionals.
Asset AllocationActive ManagementPortfolio OptimizationBlack-Litterman ModelSpectral FilteringMachine LearningTikhonov RegularizationMixed PenaltyRidge RegressionIn the last few years, the financial advisory industry has been impacted by the emergence of digitalization and robo-advisors. This phenomenon affects ...
Asset Allocation software, Client and Contact Management software, Portfolio Management and Financial Planning software for investment professionals.
The authors observe that banks and financial advisors make recommendations for the asset allocation of individual investors. Determinants are the individual's stage of life, his/her risk tolerance and investment goals, as well as his/her liquidity needs. These recommendations are usually based on a...
However, if you’re looking for more long-term growth or to add to a nest egg for your future self, you might put more toward equities that will grow over time. “Investors with an objective that focuses on both growth and income may want an allocation that includes a balance between ...
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We capitalize on the combination of Lazard's deep security selection expertise and our detailed asset allocation framework to deliver a range of solutions from core asset allocation strategies to customized client mandates. Assets Under Management* US$ 9.6 billion In order to optimize a portfolio’...
There are many professional advisors and software vendors promising “optimized” and perfectly allocated portfolios. They do this by either using 1) historical data about how asset classes have behaved in the past or 2) their own forward-looking (read: fortune-telling) predictions about how these...
SmartFoliois a state-of-the-art asset allocation software aimed at all types of investors and investment professionals. Active SmartFolio users include institutional portfolio managers, investment advisors and sophisticated private investors.SmartFolio contains advanced asset allocation, portfolio optimization ...
2. Software and Planner Sheets Financial planning software and survey sheets designed by financial advisors or investment firms can be beneficial, but never rely solely on software or some pre-determined plan. For example, one old rule of thumb that some advisors use to determine the proportion ...