Portfolio Pilot®

Gain a clear and immediate picture of portfolio risk and return

Portfolio Pilot is a desktop application designed to help the portfolio manager with the entire investment process, including screening, estimating excess returns, portfolio construction, optimization, and rebalancing. Portfolio Pilot blends the objective, risk-oriented view with research content and a portfolio manager's views. By using real-time portfolio manipulation with intuitive visuals, the portfolio manager gains insight into the interplay of risk and return.

Portfolio Pilot allows portfolio managers to interactively explore new dimensions of performance and return analytics by providing tools to design, test, and optimize their investment strategies before risking trading capital.

Portfolio Pilot benefits & features

Portfolio Pilot provides real-time feedback as users manipulate the composition of their portfolios, toggle between simulation methodologies, adjust capital market parameters, and explore portfolio risk optimizations.

Please contact us for more information about Portfolio Pilot.