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Analytics Products

Axioma Portfolio Optimizer

The most flexible portfolio construction tool on the market

Construct your portfolios using the industry’s most extensive library of modeling options including a full suite of risk models and market data to power your decision-making. Aligned with your investment process, Axioma Portfolio Optimizer offers fast and efficient solutions for challenging portfolio optimization and constructions cases through flexible objective functions coupled with a deep constraint library.

And, because Axioma Portfolio Optimizer is an open platform, you can easily scale through APIs and integrate Axioma’s – or other third-party – risk models, factors, and software.

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Key Benefits

Suited for a wide range of applications

Meet your objectives whether you are looking to replicate an index tracker or construct a tax-efficient portfolio

Superior risk control

Prevent risk underestimation that commonly occurs in other optimization solutions and use multiple risk models to incorporate several perspectives of risk

Unique insights

Quantify the impact of available features enable you to quantify the impact of individual constraints as well as understand and resolve conflicts between constraints

Multi-period optimization with alpha decay

Make wait-and-see policy decisions by including forecasts and long-term policy decisions beyond the rebalancing time horizon

Multi-portfolio optimization

Seamlessly rebalance several portfolios simultaneously while controlling interactions among portfolios

Speed and scale

Batch process large amounts of data across multiple portfolios quickly and efficiently for testing and rebalancing

Case Studies

Portfolio Risk Management

Building Alternative Strategies with a Flexible Portfolio Risk Management System

A mid-size hedge fund was in search of a more robust and flexible enterprise risk management system to handle their sophisticated alternative strategies with timely and responsive risk analytics interoperable with their existing technology stack
Portfolio Construction

Optimizing For Tax-Aware Portfolios

US-based wealth manager uses our scalable tax-optimization solution to efficiently rebalance hundreds of thousands of taxable accounts against a backdrop of direct indexing and unrelenting fees pressures
Portfolio Construction

Using APIs to Minimize Workflow Disruption

Large asset owner focused on passive strategies onboards API-enabled optimizer and risk models as part of their technology stack
Portfolio Risk Management

Working Together to Develop a Consistent View of Risk

LDI-focused global asset manager leans on our high touch customer service to integrate a risk management system across the organization
Portfolio Construction

Solving Any Complex Strategy with a True Optimizer

US quantitative asset manager launches new strategies with a better, faster and more sophisticated optimizer

Axioma Portfolio Optimizer

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