Platform Features
At Axona we don’t stop at just portfolio allocation, but understand that there are 2nd order effects that influence the future behavior of the portfolio.
The AXONA Experience
Built from the ground up to be fast, intuitive, interactive, and easy to use.
Axona's single page interface puts everything at your fingertips. No flipping, scrolling, updating... the evolution of web interfaces.
WEB BASED - ACCESSIBLE FROM ANYWHERE
The Axona SaaS platform provides access anywhere, anytime, and facilitates collaboration and sharing of portfolios between authorized personnel.
All your client portfolios in one place, easily accessible, and always up-to-date.
PERFECT FOR A SINGLE USER, OR A TEAM
Whether you operate on your own or as part of a team, Axona has you covered. It allows you to easily collaborate on, or share portfolios between authorized colleagues.
SIMPLE OR COMPLEX PORTFOLIOS
The Axona platform is equally suited for constructing simple portfolios requiring only a few user inputs as well as complex, multi asset, multi constraint portfolios.
For more complex portfolios, the user is able to progressively add more detail and information to the problem to enable finer detail in outputs.
EASY AND FLEXIBLE INPUTS
Inherent in any asset allocation is an assumption of future performance.
Axona uses advanced algorithms to predict expected return, risk, and correlations based on historic data.
The investment manager is able to override these values based on their own market views.
ECONOMIC SCENARIO VIEWS
External Economic Scenario Generator data can be used as the inputs to the optimizer.
Axona has a proprietary ESG based on Option pricing data. Option pricing is one of the markets only forward looking views, and is extremely valuable and rich in information
HOUSE VIEWS
Proprietary house views or the investment managers own views can be used as inputs. ESG or historic data can be integrated with the house views or manager independent views
HISTORICAL VIEWS
Historical returns can be used as an estimation of future returns, and blended with own views to adjust for future views. Historical views are a default option to when the manager does not have strong convictions.
EFFICIENT FRONTIER
Single point optimizations are useful, but don't provide the full picture.
Axona provides an interactive view that allows easy analysis of portfolios along the frontier, giving allocators a better understanding of the risk/return tradeoff.
HISTORIC RETURNS
The past performance of the portfolio is viewed relative to benchmark on an index and rolling return basis
SENSITIVITY ANALYSIS
Inherent in any forward looking model are forecast errors. The effects of these forecast errors are analysed to give a possible range of allocations per asset class
PRINCIPAL COMPONENTS
Principle Component Analysis provides an alternative view of the diversification of a portfolio. Each component is essentially an independent bet. Ideally, a portfolio would be diversified across multiple components, or bets, rather than concentrated in just one or two.
ADVANCED VIZUALIZATIONS
Axona provides a rich set of unique interactive analytics giving the user a deep understanding of the source and drivers of risk and return.