Wealth Managers
Axona assists you in constructing personalized investment portfolios for your clients. Quickly and efficiently.
Clients are tired of being expected to fall into pre-defined risk categories. They have their own risk levels, objectives and constraints, and want a personal investment plan tailored to their specific circumstances. Axona makes this possible.
Wealth Managers generally have portfolios incorporating varied asset classes. The performance of the portfolio is also geared towards an absolute performance. These portfolios also include more exotic type of assets, and can even include assets classes such as Crypto, Credit & Private equity.
Benefits
Asset Selection
Axona assists with asset selection by displaying various asset statistics and analytics.
Compare Portfolio vs Benchmark
Portfolio performance is compared against various benchmarks or other portfolios.
Easily express your forecasts
Forecasts may be expressed per asset, based on expected mean, low, and high.
Easily express your forecasts
Forecasts may be expressed per asset, based on expected mean, low, and high.
Portfolio optimization is an important aspect of wealth management that helps clients to achieve their financial goals by optimizing their portfolio. As a wealth manager, it is important to understand the investment objectives, risk tolerance, and time horizon of each client before recommending any investment strategy. Once this information is gathered, a portfolio optimization process can be initiated to ensure that the client's portfolio is aligned with their investment objectives and risk tolerance.
The portfolio optimization process involves analyzing the client's existing portfolio, identifying areas of improvement, and making necessary adjustments to the portfolio. This process may involve diversifying the portfolio by investing in different asset classes such as equities, bonds, commodities, and real estate. The objective of diversification is to reduce the overall risk of the portfolio by spreading investments across various assets that are not highly correlated with each other.
Another important aspect of portfolio optimization is asset allocation. This involves determining the percentage of assets to be invested in each asset class based on the client's investment objectives and risk tolerance. For example, a client with a high-risk tolerance may have a higher allocation towards equities, while a client with a lower risk tolerance may have a higher allocation towards bonds. Portfolio optimization is an ongoing process that requires regular monitoring and rebalancing of the portfolio. As market conditions change, the performance of different asset classes may vary, which can lead to an imbalance in the portfolio. Rebalancing involves selling assets that have performed well and reinvesting in those that have underperformed to maintain the desired asset allocation.
In conclusion, portfolio optimization is an important part of wealth management that helps clients achieve their financial goals by optimizing their portfolio. As a wealth manager, it is important to understand the investment objectives and risk tolerance of each client to recommend an appropriate investment strategy. Regular monitoring and rebalancing of the portfolio are essential to ensure that it remains aligned with the client's investment objectives and risk tolerance.