Portfolio Construction

Turning an investment view into positions: modelling the target book, optimising it, and keeping it on target as markets move.

Layer 2 · Capability clusters

4 capabilities

Factor models, risk models and optimisers that turn an investment view into position weights within constraints.

The front-office platform where target portfolios, models and what-if positions are built and held against the book.

Moving live portfolios back to target: drift monitoring, trade list generation, cash forecasting and sweep.

Overlay and completion mandates — currency hedging, duration and equity overlays, and outsourced multi-asset solutions.

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