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.
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