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 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.
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
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
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
Building Alternative Strategies with a Flexible 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.
Optimizing For Tax-Aware Portfolios
US-based wealth manager uses our scalable tax-optimization solution to efficiently rebalance hundreds of thousands of taxable accounts
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
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