In order to better meet the expectations of wealth managers, family offices and private banks, KeeSystem® strives to enhance its solution KeeSense® with new intelligent features. One of portfolio managers’ main concern is to find the most profitable investment strategy according to its client profile. To help them determine this strategy, KeeSense® now integrates a powerful portfolio modelling tool.
This new feature allows creating models of investment strategies of which the performances can be compared to the current portfolios with a similar investment profile. The orders required to align the different portfolios with the selected model can be simulated in a first time and approved in a second time. The related operations are then automatically processed. Portfolio modelling allows testing alternatives investment strategies for each investment profile and therefore, optimising portfolios’ global performances.