Features PDI
• Totally API-based: all functions are using our modular API-structure that can also be expanded to our client demands
• Risk profiling and suitability check
• Use Top-down (macro-micro) risk premia analysis to gauge your understanding on future market moves into your asset allocation
• Compare implicit and explicit views as well as Imbalance Analysis to understand your risk and return profiles
• Typical used by Institutional Investors, Wealth and Asset Management firms, Advisors and Private
• Easily integrated to CRM tools and Financial Planning Software
• Manage and rebalance portfolios based on an un-limited number of client profiles
• Scenario-based and statistical risk models
• Performance and reporting capabilities
• Wide range of state-of-the-art portfolio allocation algorithms using different types of risk measures
• Mean- and minimum variance
• Minimum correlation and maximum diversification
• Max-entropy allocation
• Risk-paritiy , inverse-volatility allocation
• Skew-and Kurtosis-included allocation
• Resampled and doubly-resampled allocations
• Var, Cvar, Drawdown, shortfall etc risk measures
• Tracking error, portfolio policy and flexible numeraire changing
• Wide range on pre-optimized statistical models, based on in-depth financial experience in LatAm, US and Europe
PDI
• It contains the core allocator.
• Incorporates a market data and statistical module that prepares the data.
There are different optimizers, varying risk measures, income tax, and transaction costs.
• The manager can define and adjust all relevant information to optimize client portfolios.
• In addition to goals, revenues, risk profiles, and restrictions can be adjusted.
Investor Experience
Manager Example
• The manager has access to all her clients (investors).
• The manager can be authorized by the partner to access clients, or they can define the clients themselves, depending on the setup.
• In addition to the information that the RoboBanker needs for allocations, the CRM can enhance the manager’s screens.
