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MacroRisk Optimization gives you the world’s first and only way to minimize portfolios’ economic risks, based on different investment strategies, portfolio constraints and economic conditions. This patented process gives you new, economy-based investment goals and a unique level of customization that can help you defend portfolios from economic risk, navigate through economic turmoil, and harness the power of the changing economy for your clients’ benefit.
For the first time, you can optimize a portfolio to minimize its economic risk, to match the current economic status, or even to emulate a benchmark, all with our patented methodologies. What makes our optimization even more powerful are the specific, fine-tuned results it gives.
To give you maximum effectiveness, every MacroRisk Optimization creates a list of specific assets, and the number of shares of each, that would be included in an optimized portfolio. Moreover, it optimizes based on buylists that you create and select, including your current portfolio, which gives you unlimited potential for customization given your clients’ specific needs.
Whatever your clients’ specific portfolio composition and constraints, MacroRisk Optimization offers a new way to create portfolios that take into account the changing economy. Limited Optimization is available with the Advisor subscription level.