{"id":1777,"date":"2024-04-17T17:18:01","date_gmt":"2024-04-17T15:18:01","guid":{"rendered":"https:\/\/dah001.staging.360vier.net\/sucess-stories\/portfolio-optimizer\/"},"modified":"2024-05-07T10:08:36","modified_gmt":"2024-05-07T08:08:36","slug":"portfolio-optimizer","status":"publish","type":"sucess-stories","link":"https:\/\/www.datahouse.ch\/en\/sucess-stories\/portfolio-optimizer\/","title":{"rendered":"Portfolio Optimizer"},"content":{"rendered":"\n
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Vontobel wealth management uses the Portfolio Optimizer to manage and optimise its model and customer portfolios.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Tailored asset allocation<\/strong><\/p>\n\n\n\n

The Portfolio Optimizer is a tool for deter\u00admining and managing strategic and tactical asset allocation (SAA & TAA). Scenarios \u2013 known as \u201cbets\u201d \u2013 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.<\/p>\n\n\n\n

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Background knowledge<\/strong><\/p>\n\n\n\n

Stehen Sie vor \u00e4hnlichen Heraus\u00adfor\u00adde\u00adrungen oder haben Sie ein vergleichbares Projekt, bei dem Sie Hilfe ben\u00f6tigen? Dann z\u00f6gern Sie nicht,\u00a0Daniel Welter<\/a>, zust\u00e4ndig f\u00fcr Finanzkunden bei Datahouse, zu kontak\u00adtieren.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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More<\/strong><\/p>\n\n\n\n

Are you facing similar challenges or do you have a similar project you need help with? Then don\u2019t hesitate to contact Daniel Welter, responsible for financial customers at Datahouse.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Rule-based models for optimising the portfolio structure<\/p>\n","protected":false},"author":13,"featured_media":1773,"template":"","sucess-stories-category":[60,66,64,62],"class_list":["post-1777","sucess-stories","type-sucess-stories","status-publish","has-post-thumbnail","hentry","sucess-stories-category-data-science-en","sucess-stories-category-finance-en","sucess-stories-category-software-en","sucess-stories-category-success-stories"],"acf":[],"image":{"url":"https:\/\/www.datahouse.ch\/wp-content\/uploads\/refcase_DH-Portfolio-Optimizer.webp"},"_links":{"self":[{"href":"https:\/\/www.datahouse.ch\/en\/wp-json\/wp\/v2\/sucess-stories\/1777","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.datahouse.ch\/en\/wp-json\/wp\/v2\/sucess-stories"}],"about":[{"href":"https:\/\/www.datahouse.ch\/en\/wp-json\/wp\/v2\/types\/sucess-stories"}],"author":[{"embeddable":true,"href":"https:\/\/www.datahouse.ch\/en\/wp-json\/wp\/v2\/users\/13"}],"version-history":[{"count":1,"href":"https:\/\/www.datahouse.ch\/en\/wp-json\/wp\/v2\/sucess-stories\/1777\/revisions"}],"predecessor-version":[{"id":1887,"href":"https:\/\/www.datahouse.ch\/en\/wp-json\/wp\/v2\/sucess-stories\/1777\/revisions\/1887"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.datahouse.ch\/en\/wp-json\/wp\/v2\/media\/1773"}],"wp:attachment":[{"href":"https:\/\/www.datahouse.ch\/en\/wp-json\/wp\/v2\/media?parent=1777"}],"wp:term":[{"taxonomy":"sucess-stories-category","embeddable":true,"href":"https:\/\/www.datahouse.ch\/en\/wp-json\/wp\/v2\/sucess-stories-category?post=1777"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}