Model Portfolio
Management

HOME > CASE STUDIES > MODEL PORTFOLIO MANAGEMENT

Features

  • Calculate model fees and performance
  • Compare actual with ideal models
  • Rebalance models
  • Model asset allocations

We were approached by a client that managed multiple model or wrap portfolios on various platforms. Tracking the performance of the models to the actual underlying asset allocation is not an easy task. They required a system to do this automatically.

By using our services they can now import actual asset allocations from the model and compare that with the ideal model as well as the intended model allocation.

model portfolio management