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. | Join the Institute: Use a Procedural Process to Measure and Manage Diversification and the Reduction Of Uncompensated Risk. |
- “Failure to diversify on a reasonable basis in order to reduce uncompensated risk is a violation of the duty of caution and the duties of care and skill."
- READ PAGE 23: Restatement of Trusts 3rd (Prudent Investor Rules) Page 23
- ALSO SEE: NOCLAR and WHAT IT MEANS (NON COMPLIANCE of LAWS & REGULATIONS)
Diversification is the only FREE LUNCH in Investing!
Beyond the fiduciary requirements members are motivated by the many commentators that call diversification “the only FREE LUNCH in investing." See a 2008 study showing additional ALPHA at 2.5% using equal weighting, and one of the many studies done by the Portfolio Diversification Institute during the Pandemic period from September 2019 through June 2020 with a 7-9% advantage!
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” Also, we fulfill our mission without subjecting you to annoying 3rd party ads.
PRIVACY, CONFIDENTIALITY & HACKING SAFETY
- · System access requires a 2-Step Logon: 1st is to the PDI administrative site; 2nd is to a separate server controlled by PDI.
- · The system never requires the portfolio or its owner to be identified.
- · 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.)
- · 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.)
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