PORTFOLIO DIVERSIFICATION OPTIMIZER
The Institute’s Mission Is To
Provide Artificial Intelligence capable of facilitating the procedural process necessary to manage the benefits of diversification through the reduction in Uncompensated Risk (UCR). The benefits of diversification are readily achievable using the Affordable-User-Driven Artificial Intelligence developed by The Institute especially for small and medium size financial-accounting-legal firms, trustees, fiduciaries, profit and non-profit boards, consultants etc.
The process starts with an existing portfolio, one that has already been constructed using Modern Portfolio Theory (MPT) techniques of mean-variance efficient frontier optimization, Monte Carlo Simulation, etc. Often, MPT creates UCR and made worse due to constraints on some investments.
Diversification benefits are realized by utilizing the Institute’s algorithms to add optimized uncorrelated investment sectors with return per unit of risk momentum that significantly improve return and reduce volatility. Additionally, advisers can use the same process to show prospects how their existing portfolio would be improved under their stewardship.
ALL COMPUTER SIMULATIONS ARE DESIGNED TO ACHIEVE MAXIMUM PORTFOLIO DIVERSIFICATION WHILE USING DATA ONLY AVAILABLE PRIOR TO THE STARTING POINT OF THE PERIOD BEING REPORTED WITH NO KNOWLEDGE OF ANY INFORMATION AVAILABLE DURING THE PERIOD.
Once you become a member you will have instant connection to the platform where you can easily transfer portfolio details from an Excel worksheet or manually enter them into the system. Then, after millions of calculations that portfolio will be analyzed and you will get a fiduciary score telling you if the portfolio complies with fiduciary standards and illustrates ways you can improve the return with lower volatility thereby achieving a significant increase in return per unit of risk (alpha).