MacroRisk Analysis Suite

The powerful and popular MacroRisk Analysis Suite Subscription can launch your practice to new levels of investing insight with Advanced MacroRisk Optimization. With this subscription you can improve your ability to defend portfolios from economic risk, navigate through economic turmoil, and harness the power of the changing economy. Its unique optimization goals offer a host of exciting new ways to create, rebalance, and adjust portfolios and asset allocation models (see below).

With an Analysis Suite Subscription to MacroRisk Analytics, you can access all features included in the Advisor Subscription and also:

Create optimized portfolios based on different investing goals

• Matching the current economic status while controlling the level of economic risk
• Matching a custom economic status
• Maximizing the portfolio’s Sharpe Ratio
• Maximizing the portfolio’s Sortino Ratio
• Emulate a benchmark with a portfolio
• Hedge against a benchmark with a portfolio

Advanced MacroRisk Optimization helps you:

• Answer client questions such as, “How can I take advantage of economic changes with my portfolio?” “What’s the optimal portfolio for me?” and “How can I rebalance my current portfolio to adapt to today’s economy?”
• Demonstrate your unique value to potential and current clients by showing them exactly how you can help their portfolios harness the power of today’s changing economy.
• Enhance your current investment management strategies by comparing optimization strategies and discovering which ones are ideal for your clients and your goals.
• Create completion portfolios
• Incorporate clients’ business or occupation into portfolio diversification

A subscription to the MacroRisk Analysis Suite is $5,800 per year.

Previous: Advisor SubscriptionNext: Research Subscriptions

Compare Subscriptions