Model Portfolio Management

The model portfolios can be assigned to client portfolios and applied in an automated rebalancing process to align the portfolios with the adapted strategies. The order proposals created can be individually amended by the portfolio managers and are checked against both legal and investment restrictions.

Key Features

  • Management of SAA and TAA
  • Management of recommendation lists
  • Segmented model portfolio definitions
  • Multi manager capable design
  • Order proposals
  • Automated rebalancing against client portfolios
  • Pre-trade checks against legal and individual restrictions
  • Automated (bulk) order creation
Short overview: 

The PM1 supports SAA/TAA portfolio modelling. Powerful rebalancing automation helps you to be in line with your investment profiles.