Groups and Limits management features
Introduce flexible asset grouping and investment constraints
The addition of investment constraints applied to asset groups can be the key difference between a purely academic and a truly practical portfolio optimization model.
Manage asset groups and group categories
OptiFolio lets you create as many groups as needed, and organize them into categories for easy reference.
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Manage investment limits and limit categories
Create your own investment constraints referred to individual assets or assets groups.
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You can also introduce turnover limits referred to portfolio benchmarks, or limits applied to total risk and return.
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