diversification-optimizer-for-financial-professionals


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WELCOME TO THE INSTITUTE AND YOUR DIVERSIFICATION OPTIMIZER

Adviser-Driven Artificial-Intelligence Platform for financial professionals that reduces Uncompensated Risk in MPT designed portfolios. Obtain compliance with lower volatility and higher Sharpe Ratios.  Affordable High level Big Math.

        "Tell me and I forget                              Teach me and I may remember             Involve me and I Learn"                         Benjamin Franklin 
MEMBER INFORMATION

  • THE TOOLBOX FOR PORTFOLIO DIVERSIFICATION
  • Diversification - The only FREE LUNCH in Investing!

Beyond the fiduciary requirements Institute Members are motivated by many commentators stating diversification “the only FREE LUNCH in Investing."  See 2008 study showing additional ALPHA at 2.5%, and an Institute Master Class presentation during the Pandemic period September 2019 through June 2020 with a 7% ALPHA!  it is a must read; it includes the procedural process to prudently diversify a portfolio.  

The Institute's Mission:

Provide a highly advanced and affordable internet-based system to quickly and accurately measures the level of diversifiable risk present in an investment portfolio; then help determine if the measured risk complies with the diversification requirements of fiduciary law.  If diversification improvement is desired, it seamlessly guides users through a documented prudent process that integrates user customization and testing in portfolios exhibiting reduced diversifiable risk and/or increased anticipated “diversification alpha”  We fulfill our mission without subjecting members to annoying 3rd party ads.

PRIVACY, CONFIDENTIALITY & HACKING SAFETY  

  1. ·        System access requires a 2-Step Logon: 1st is to the PDI administrative site; 2nd is to a separate server controlled by PDI.
  2. ·        The system never requires the portfolio or its owner to be identified.
  3. ·        A portfolio’s information and analysis results can only be shared via screen sharing authorization entirely controlled by the member.  (NOTE: Upon accessing the screen sharing facility, privacy responsibility is transferred to the member.)
  4. ·        Analyzer/Optimizer’s anonymous detailed analytic data and results can be exported from the system onto Excel worksheets for secure keeping on one's own hard drive.  (Free Portfolio Tester’s summary results can only be saved by screen-print.)
  5. When you sign off all data is erased on our server.  

“Un-Measured is Un-Managed” Peter Drucker

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