Our continuous innovation of the LOGICLY platform makes it easier and simpler for clients like you to work every day. That’s how we empower and inspire confident outcomes.
Today, we’re sharing exciting news about our latest release!
With this release, LOGICLY subscribers and users can do a deeper dive on the Performance vs. Risk analysis of their current holdings. By establishing the Efficient Frontier – the set of optimal portfolios per Modern Portfolio Theory (MPT) – the tool provides actionable insights to steer the portfolio towards higher returns per unit of risk.
This is a key update for users that use the Efficient Frontier to measure and optimize existing portfolios in two ways:
- Risk Optimized Portfolio – construct portfolios that yield the same returns while carrying much less risk!
- Return Optimized Portfolio – if the level of risk embedded in the portfolio is appropriate, position the portfolio for higher expected returns!
This release serves asset managers, portfolio managers, RIAs, Broker Dealers, research teams, hedge funds, financial institutions around the world, and the financial advisory community. The above image shows an example of the updated Efficient Frontier view that subscribers and users will now see when using Portfolio Analysis functionality in LOGICLY.
Contact us to learn more about LOGICLY and important advisor decision-support tools like Fund Regressions. You can subscribe to our YouTube channel to see useful videos: LOGICLY on YouTube.
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