Informa Investment Solutions has launched a new cloud-based asset allocation, optimization and portfolio simulation tool aimed to meet the needs of investment professionals.
The Asset Allocator application, which was created around asset modelling and forecasting, enables advisors, consultants, and plan sponsors to identify the optimal mix of assets based on the client’s goals and risk tolerance.
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With this solution, wire houses can set-up permissions for different groups such as advisors, portfolio managers, etc.
The app also allows investment professionals to allocate assets with return/risk optimization to build portfolio-efficient frontiers using any of over 40,000 supplied indices and creates investment portfolios tailored to specific return/risk profiles.
Asset Allocator will also compare portfolio allocations to demonstrate the risk/return tradeoffs of various asset mixes and estimate the probability of meeting future wealth goals with various portfolios.
Informa chief product officer Lac Vuong said: "Created with financial advisors, consultants, and plan sponsors in mind, Asset Allocator provides a dynamic solution for financial professionals charged with producing forward-looking model portfolios customized for clients with different profiles and risk tolerances.
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By GlobalData"Advisors have shared that they’re looking for user-friendly, cloud-based solutions that offer increased functionality, and this is the first of many products that we’re launching to meet that need."
