Data Science, Finance, Software, Success-Stories
Portfolio Optimizer
Rule-based models for optimising the portfolio structure
17 Apr 24
Vontobel wealth management uses the Portfolio Optimizer to manage and optimise its model and customer portfolios.
Tailored asset allocation
The Portfolio Optimizer is a tool for determining and managing strategic and tactical asset allocation (SAA & TAA). Scenarios – known as “bets” – are calculated for various portfolios. The created scenarios are then used to optimise the portfolios and for rebalancing at the asset level. At the end of the process, the Portfolio Optimizer transfers the transactions to the core banking system via interfaces.
Background knowledge
Stehen Sie vor ähnlichen Herausforderungen oder haben Sie ein vergleichbares Projekt, bei dem Sie Hilfe benötigen? Dann zögern Sie nicht, Daniel Welter, zuständig für Finanzkunden bei Datahouse, zu kontaktieren.
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Are you facing similar challenges or do you have a similar project you need help with? Then don’t hesitate to contact Daniel Welter, responsible for financial customers at Datahouse.
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