Blog Posts — March 25, 2022

Video: Ever wanted a decision-making machine? An optimizer may be just what you’re looking for.

With three patents on the market-leading Axioma Portfolio Optimizer and over 10 full-time specialists with Optimization PhDs, we know a thing or two about portfolio optimization. But not everyone does.

In this video, we give an overview of what a financial portfolio optimizer does, how it works and some of the ways you can set up – and solve – your optimization problem.

Full Video: What is portfolio optimization?

What is a portfolio optimizer?

What should I look for in an optimizer?

What are objectives and constraints?

Examples of inputs

Who is an optimizer for?


Setting up objectives and constraints for wealth managers and asset managers

Axioma Portfolio Optimizer powers the Charles River Tailored Portfolio Solution for wealth managers and can handle a wide range of complex scenarios and constraints like tax efficient active SMA management, direct indexing, and ESG strategies in line with the goals of Charles River’s offering of delivering customization and personalization—all at scale.