Optimal Portfolios
- finding the best-performing portfolios
Optimal Portfolios is an independent service with no conflict of interest, so as to be on the side of the investor. This professional service specializes in asset allocation using Modern Portfolios Theory (MPT). We identify top-performing shares or funds, using carefully assembled data from outstanding sources. Since the construction of a diversified investment portfolio is a complex process, we offer powerful interactive sorting and searching tools showing shares and funds by performance, currency, risk, and time period.
More importantly we offer optimisation tools. If you have a universe of stocks/funds you follow or consider for investment, our optimiser can robustly build efficient frontiers, giving the maximum-return portfolios for any level of risk you choose. Alternatively, you can let our optimiser search through entire markets or several markets, looking for the best-performing portfolio for any level of risk you choose. You can also specify currency/asset-class/stock-specific minimum and maximum exposure limits.
Through affiliation with large international banks, we offer clients diligent account management taking into consideration the client's risk tolerance.
Asset allocation Modern investment methodology practiced by many professional investment managers is a departure from the traditional process of stock picking. It is a strategy consistent with the latest findings of both the asset management industry and academia. It shows that the largest percentage of outperformance comes from asset allocation rather than stock picking. Our online tools let you implement such a strategy to create best-performing diversified portfolios.