Portfolio management tools you can actually use
'Construct' automates the continual monitoring of all client portfolios for drift in risk suitability, which means you can rebalance portfolios quickly without the inefficiencies and risks of manual monitoring. It reduces costs for you, but critically you can be confident you are meeting compliance and client requirements.
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Better client experience
Benefit from automated and on-demand drift detection that gives daily snapshots of portfolios to reveal if any rebalancing is required.
Create consistent calculations
Introduce a single rebalancing process with standardised calculation methods so all your managers and portfolio managers work to the same methodology, not their own.
Deliver better outcomes
Pick the best optimisation path based on your investment view or specific client preferences with real-time optimisations that compare the trades suitable for portfolio rebalancing.
Customise the optimisation
Match optimisations to specific client requirements with our user-adjustable constraints that can be altered in real time including ESG and CGT factors.
Our solution.
Construct
Construct is a suite of services that helps you manage investment portfolios better. It is simple to use yet powerful enough to meet the demands of any size of portfolio management business. With no experience or training, anyone can use Construct to run and access data on portfolios.
Portfolio Monitoring
Portfolio Monitoring is so powerful that automated or on-demand checks can take place across a single portfolio in seconds – or thousands of portfolios in only minutes. The service also allows you to monitor and track changes in portfolio suitability over time, with an auditable log of daily suitability checks creating accurate long term trend views.
Limit drift
Benefit from automated and on-demand drift detection that gives daily snapshots of portfolios to reveal if any rebalancing is required.
Stay in control
Configure the system to match your investment views and portfolio risk tolerances whether you’re running portfolios against models, mandates, benchmarks, or other criteria.
Make life simple
Drop monitoring tools that are difficult to use, replacing them with a solution that’s intuitive and scalable whether deep diving into a portfolio or analysing all of them with instant overviews.
Protect client privacy
Be assured we don’t need to know who your clients are as we’re only interested in helping you manage their portfolios with their details always remaining 100% confidential.
Lift the burden
Let us monitor your portfolios and check for drift so you can enjoy a real-time understanding of all portfolio positionings against mandates without any of the busywork.
Offer better balance
Identify drift in client portfolios quickly, giving you the opportunity to bring the portfolio back in line with the constraints already agreed with the client.
Portfolio Rebalancing
Make managing the rebalancing process quicker and more efficient with our Portfolio Rebalancer tool. It lets you rebalance portfolios that have breached suitability and highlights any drifting risks against predefined constraints.
Our fully customisable rebalancer gives you greater control over the realignment of any portfolio as well, enabling you to input the number of trades allowed, select which assets can be traded and by how much, and apply CGT and ESG factors if and when required.
Enjoy improved control
Pick and choose which assets are included in the rebalance, giving you greater control over the outcome of any rebalancing.
Model all outcomes
Adjust and view different suggestions in real-time if you’re not 100% sure of the trades needed to reduce drift and return the portfolio back to suitability.
Create consistent calculations
Introduce a single rebalancing process with standardised calculation methods so all your managers and portfolio managers work to the same methodology, not their own.
Make time savings
Calculate thousands of rebalances in seconds with a tool that gives you access to a set of powerful options to adjust portfolios on the fly.
Cover every angle
Consider CGT restrictions in the rebalance as well as ESG factor preferences thanks to our rebalancer tool’s market-leading flexibility.
Portfolio Optimser
Take advantage of a versatile tool that models the trades required to optimise any portfolio. Real-time calculations give immediate trade suggestions based on inputs and can be used for multiple use cases.
These include modelling how adding or removing additional assets will impact on a portfolio; modelling the impact of CGT-impaired assets on portfolio rebalancing; and modelling constraints adjustments based on asset class restrictions and volatility allowance, as well as host of other powerful user-defined options.
Deliver better outcomes
Pick the best optimisation path based on your investment view or specific client preferences with real-time optimisations that compare the trades suitable for portfolio rebalancing.
Access unlimited modelling
Adjust and tweak constraints plus run optimisations as often as necessary to determine the right trades for any portfolio rebalance.
Make exporting easy
Input your data before using our fast export feature to give you a full list of the trades needed to adjust a portfolio, no matter how you action trades on client portfolios.
Customise the optimisation
Match optimisations to specific client requirements with our user-adjustable constraints that can be altered in real time.
CGT Optimser
Achieve better outcomes for client portfolios using our optimiser tool that allows you to model, identify and optimise asset adjustments while factoring in any CGT restrictions and allowances.
Calculate at speed
Understand the impact of optimising a portfolio for CGT allowances in seconds by strippingout complex calculations and replacing them with just a few clicks of a button.
Avoid CGT risk
Cover all CGT considerations when optimising portfolios to avoid exceeding allowances as well as effortlessly handle any infringed CGT assets.
Stay on track
Benefit from instant calculations and repeatable formula-driven processes to ensure all compliance requirements are met and demonstrable to regulators.
Drive down complexity
Decipher the impact of optimising any portfolio and its CGT allowance in real time with just a few clicks instead of relying on complicated or inefficient calculations.
ESG Optimser
Enjoy total peace of mind with our ESG optimiser tool that enables you to model and optimise investment portfolios while factoring in ESG flags and restrictions.
Set allowances or restrict the inclusion of certain assets in a portfolio in accordance with any and all ESG variables. The tool’s flexible asset marking also allows you to set client or company views that focus on specific assets or asset classes.
Drive down complexity
Decipher the impact of optimising any portfolio and its ESG factors in real time with just a few clicks instead of relying on complicated or inefficient calculations.
Customise ESG criteria
Combine industry-defined ESG metrics with inhouse views on assets to create bespoke ESG constraints for any portfolio.
Cater to demand
Meet the growing client demand for ESG factors.
Calculate at speed
Understand the impact of optimising a portfolio for ESG factors in seconds by strippingout complex calculations and replacing them with just a few clicks of a button.
Limit drift
Benefit from automated and on-demand drift detection that gives daily snapshots of portfolios to reveal if any rebalancing is required.
Stay in control
Configure the system to match your investment views and portfolio risk tolerances whether you’re running portfolios against models, mandates, benchmarks, or other criteria.
Make life simple
Drop monitoring tools that are difficult to use, replacing them with a solution that’s intuitive and scalable whether deep diving into a portfolio or analysing all of them with instant overviews.
Protect client privacy
Be assured we don’t need to know who your clients are as we’re only interested in helping you manage their portfolios with their details always remaining 100% confidential.
Lift the burden
Let us monitor your portfolios and check for drift so you can enjoy a real-time understanding of all portfolio positionings against mandates without any of the busywork.
Offer better balance
Identify drift in client portfolios quickly, giving you the opportunity to bring the portfolio back in line with the constraints already agreed with the client.
Enjoy improved control
Pick and choose which assets are included in the rebalance, giving you greater control over the outcome of any rebalancing.
Model all outcomes
Adjust and view different suggestions in real-time if you’re not 100% sure of the trades needed to reduce drift and return the portfolio back to suitability.
Create consistent calculations
Introduce a single rebalancing process with standardised calculation methods so all your managers and portfolio managers work to the same methodology, not their own.
Make time savings
Calculate thousands of rebalances in seconds with a tool that gives you access to a set of powerful options to adjust portfolios on the fly.
Cover every angle
Consider CGT restrictions in the rebalance as well as ESG factor preferences thanks to our rebalancer tool’s market-leading flexibility.
Deliver better outcomes
Pick the best optimisation path based on your investment view or specific client preferences with real-time optimisations that compare the trades suitable for portfolio rebalancing.
Access unlimited modelling
Adjust and tweak constraints plus run optimisations as often as necessary to determine the right trades for any portfolio rebalance.
Make exporting easy
Input your data before using our fast export feature to give you a full list of the trades needed to adjust a portfolio, no matter how you action trades on client portfolios.
Customise the optimisation
Match optimisations to specific client requirements with our user-adjustable constraints that can be altered in real time.
Calculate at speed
Understand the impact of optimising a portfolio for CGT allowances in seconds by strippingout complex calculations and replacing them with just a few clicks of a button.
Avoid CGT risk
Cover all CGT considerations when optimising portfolios to avoid exceeding allowances as well as effortlessly handle any infringed CGT assets.
Stay on track
Benefit from instant calculations and repeatable formula-driven processes to ensure all compliance requirements are met and demonstrable to regulators.
Drive down complexity
Decipher the impact of optimising any portfolio and its CGT allowance in real time with just a few clicks instead of relying on complicated or inefficient calculations.
Drive down complexity
Decipher the impact of optimising any portfolio and its ESG factors in real time with just a few clicks instead of relying on complicated or inefficient calculations.
Customise ESG criteria
Combine industry-defined ESG metrics with inhouse views on assets to create bespoke ESG constraints for any portfolio.
Cater to demand
Meet the growing client demand for ESG factors.
Calculate at speed
Understand the impact of optimising a portfolio for ESG factors in seconds by strippingout complex calculations and replacing them with just a few clicks of a button.
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