Quantitative analysis is an essential component of Fund Managers’ portfolio construction, manager selection and risk control processes.
Diversification and risk control require the allocation of total risk, tracking error and factor exposures.
Allocation Solutions
A-Dex facilitates the blending of portfolios to determine allocations that reduce total risk and/or tracking error for a given level of expected return and subject to user specified constraints. The amount of active risk in the fund and underlying components can be measured, controlled and reported.
A-Dex solutions are a core component of our clients’ investment management process driving their risk budgeting and, in the case of fund of fund portfolios, manager selection and blending.
Smart Beta Portfolios
A-Dex delivers rules-based factor-driven portfolios, tailored to our clients’ requirements. You can design your own set of rules. Thereafter, you can run your own proprietary ‘Smart Beta’ or Active Index fund using our technology.
Our Smart Beta (we prefer the term “Active Index”) services have been extensively industry tested and deliver outstanding performance at optimal levels of risk whilst dramatically reducing our clients’ active management costs.
Total Fund Allocation Solutions
Fund alpha assessments and reallocation recommendations
Fund of fund look-through, total risk and style analysis
Powerful 3-D graphical analysis of feasible array of allocations
Quarterly allocation service
Cloud-based software subscription service
Active Index Fund Management Solutions
Risk and turnover optimised portfolio holdings are rebalanced for the client on a regular basis. A-Dex’s Look-Thru Core® service delivers greater flexibility, visibility and control, at a lower price, versus utilising standard ETF’s.
In house custom index production and portfolio strategy simulation following an enterprise integration of the A-Dex Kraken engine.
Get in touch to find out more
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