Portfolio Optimization & Analytics
Your Skills. Your Experience. Our Platform.
Together we can make a difference for your clients.
Better
Diversification
Axona's proprietary optimization methodology produces more diverse portfolios
More
Robust Results
Producing portfolios that are less sensitive to estimation errors, leading to more robust results in the real world.
Asymmetrical
Returns
We all know asset returns are not symmetrical, so you need to use a tool that takes this asymmetry into account.
Sophisticated Constraints
Investing, like life, is full of rules. Axona supports any number of constraints that are imposed on the optimization process.
MULTIPLE SOLUTIONS FOR MULTPLE END USERS
At Axona we understand that different types of clients will have different requirements from an Asset Allocation process. Private Clients will have simpler portfolios with less sophisticated inputs and may concentrate on the performance aspect of a portfolio. Pension Funds have multi dimensional risk requirements and have expertise for refined inputs whilst needing to manage the risk aspect extremely carefully.
The Axona platform is able to accommodate the different needs of:
Simple, Intuitive, Powerful.
6 Easy Steps.
Axona can help you amplify your investment strategy with our forward-thinking, scalable, cloud based platform. The process is simple, allowing you to iteratively select, optimize, analyze, and modify.
01
Select Portfolio Assets
Axona makes it easy to add assets to your portfolio. Simply search from more than 220,000 global equities, ETFs, funds, currencies, or cryptos.
03
Express Constraints
Simply select from a number of pre-defined asset or portfolio constraints, or add your own ad-hoc constraints.
05
Optimize
Within milliseconds the optimization engine examines thousands of asset allocation permutations to select the best weights.
02
Express Market Views
By default Axona calculates future expected returns, risk, and correlations, which can be easily changed by the Investment Manager based on their own market views.
04
Select the Objective
Axona supports multiple objectives - maximize return, minimize risk, maximize sharpe, equal risk allocation.
06
Analyze the Results
Axona provides extensive analytics to assist the Investment Manager to constructing a diversified portfolio that meets the objectives and constraints, while remaining insensitive to estimation errors.
Our Numbers
220k
Equities, ETFs, Funds, Currencies, Cryptos supported
20yrs
Providing Asset Managers with advanced portfolio tools for 20+ years
<10ms
The time it takes our platform to optimize a portfolio of 25 assets
<10min
The time it takes to get signed up, and using our platform.
