Model Portfolio Services

Advanced risk-rated model portfolios

We provide our financial expertise for three purposes: to manage data analyses, to develop a consistent service to support your investment process, and to obtain a variety of strategies for different goals and profiles. We have developed a selection process for allocation that includes and combines quantitative (e.g. ratio analysis, proprietary methods) and qualitative (e.g. due diligence) analysis in over 10,000 regional and global funds in order to identify the best in each core category. Collating relevant information for investment committees, internal audits and regulatory compliance. As a result, end-customers meet their expectations through customised, transparent and cost-efficient services.

RISK PROFILE DEFINITION

Customer risk profiling to determine risk-aversion and its trends

ASSET ALLOCATION

In-house development based on the volatility target approach

MONITOR AND REPORTING

Regular monetisation of model portfolios

CONSTANT FOLLOW UP

Periodic reviews and adjustment

Product Overview

How

Partnering with TechRules means working side-by-side with the decision-making team to deal with your specific investment-management needs.

Facing the complexity of financial markets and clients’ analysis needs by
Implementing a standardised investment solution through to back-testing and simulation analysis
Focusing on the broader business picture in order to improve relationships with your customers

Why

We have an experienced team available to provide a more efficient investment process. Our experienced team has the know-how to be applied at all stages of the investment process, developing a wide range of reporting services for commercial, investment, audits and regulatory purposes.

Tailored made development according to the target market and investment policy
Structured, rule-based process
Full support throughout the investment process
Covers all stakeholders’ needs (Final clients, Investment team, Audit Department and Regulatory Institutions)

What

Risk-rated portfolios and a top-tier investment consultancy service: enjoy the same robust, disciplined investment processes that you would of TechRules that combine cost-effective and easy integration.

Cover regulatory needs, internal audits, investment processes and commercial needs
Produce all data and reports with specific and tailored content defined by you
Standardise investment solutions; free up time and costs