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Portfolio Lab

Portfolio Lab is a comprehensive, fully-integrated web-based technology solution for portfolio analysis and workflow reporting. This new web-based platform offers seamless and intuitive workflow for portfolio construction and client communication. Portfolio Lab serves as a centralized platform for client information, analysis, and reporting.

Portfolio Lab

Features

  • Develop capital market forecasts
  • Construct mean-variance optimal portfolios
  • Evaluate portfolios across historical events
  • Estimate within-horizon exposure to loss analytically and by simulation
  • Model cash flows for wealth and income analysis
  • Generate client-facing reports