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JM Software has developed Portfolio, a software based on modern portfolio theory which has been designed to help assets and wealth managers to construct balanced portfolios in accordance with their clients objectives.

Portfolio will not tell you when to buy or sell stocks but will provide you with tools to over-perform financial markets over the long term.

Nowadays, financial markets are correlated worldwide.

Because of worldwide markets correlation, diversification has become increasingly important in wealth management and asset allocation. Portfolio enables users to visualize the level of performance and the level of diversification of portfolios.

The visualization of a portfolio in 3 dimensions highlights non-efficient assets and diversification level.

 

JMC Management s.a.r.l


R.C.S. 447 656 430

 

UCITS managers, asset and wealth managers

Efficient profitabilityConstruct profitable and efficient portfolios
Risk reductionBoost profitability, reduce risk, minimize drawdown
Risk evaluationCalculate value-at-risk (VaR)
Diversification measurementMeasure and optimize diversification.
UCITS
UCITS selection.

Asset allocationOptimize asset allocation
RankingRank fund manager performance
Funds efficiencyMeasure fund efficiency

 

   

 


Portfolio software

Asset allocation and portfolio theoryWatch video

Asset allocation and portfolio theoryPortfolio theory

Asset allocation and portfolio theoryDownload trial version

Asset allocation and portfolio theoryPortfolio construction and diversification (PDF)

Asset allocation and portfolio theoryMeasuring and reducing risk (PDF)

 
   
 

Portfolio has been designed to:

Pick up best investmentsHelp professional investors and asset managers to better select investments.
Diversify riskVisualize, measure and optimize portfolio diversification.
Calculate and reduce portfolio Value-at-riskReduce portfolio Value-at-risk (VaR).                                                                                             Diversify riskIdentify the portfolio efficient frontier.
Assets rebalancingOptimize asset allocation  (Black Litterman).
Risk and currency fluctuationMonitor currency related risk.                                                                                                    Risk and currency fluctuationConstruct and optimize portfolios under constraints.

Pick up best investments JM Software is part of the Microsoft BizSpark program      

 

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Publication date March 2009 Copyright 2002-2009© JMC Management All rights reserved

 

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