PLEASE NOTE: Once you create your portfolio, copy the code from the PDF cover page and paste into the Portfolio Allocation Tool (on Members page) to see the current portfolio selections.
The iQUANT.pro Portfolio Optimizer
The iQUANT.pro Portfolio Optimizer is designed to build historically efficient portfolios by leveraging iQUANT models, selected indexes, ETFs, mutual funds, and individual stocks—while targeting the historical volatility (standard deviation) of relevant benchmarks.
The goal isn’t a portfolio that is always optimal—none exists. Markets evolve and surprises are inevitable. Instead, we aim to find a combination of strategies that have worked well together, trusting history as our best guide.
Determine your client’s risk tolerance with the Risk Assessment Questionnaire.
IMPORTANT! How to read an iQUANT Portfolio Optimizer Report: Here
How to build a portfolio in 5 minutes.