Portfolio Optimisation

Building personalized investment portfolios

Proprietary portfolio optimization engine enables automated alignment to investment models whilst taking client level constraints into account.

Portfolio Optimization to suit your clients’ need

Asset_pyctogram

Ensuring Compliance

  • Build portfolios following regulatory, contractual or client related constraints
  • Alerts when constraints are breached
Asset_pyctogram

Efficiently manage portfolios for unique tailored allocations

  • Align with the investment objectives of the client
  • Align with the macro investment views of the organization and investment constraints
Icon process

Business scalability

  • No linear cost growth
  • Portfolio managers can prioritize client service and/or increase client support capacity
Icon stack

Optimise your tech stack

  • Benefit from scalable, flexible and industrial tools to support portfolio management, compliance risk, client reporting and data management
  • Build and manage standard and bespoke sustainability methodologies

Unlock Empowering Features

Capabilities that drive the portfolio optimizer engine

Allocation strategies

The client allocation is either managed via a model portfolio or a benchmark

Customized constraints

On top of the SAA, users can define linear and nonlinear constraints

Optimizing investments

The optimizer takes into account investment universe as well as campaign if the client is targeted by a given campaign

Tailor-made allocation

The portfolio optimizer takes all the parameters defined above to build a tailor made allocation while taking into account an optimization axis

Customizable Portfolio Optimization

Same as the rebalancing algorithm, the portfolio optimizer can be customized to meet client requirement if not available in the standard package

Unlock Capabilities

Available On These Platforms

ALTO Investment logo

ALTO Investment

Manage all assets in a global front-to-back platform
ALTO Investment
ALTO Wealth & Distribution logo

ALTO Wealth & Distribution

Client engagement and investment management at scale
ALTO Wealth & Distribution

Discover what ALTO can do for you

Ready to start your onboarding journey or learn more? We’re eager to show you the benefits our platform can bring to your team and clients.

Contact Us To Get Started
Contact us to learn more

Contact our team

To learn more about ALTO

Are you interested to learn more about Amundi Technology?
Please complete the Contact Form and one of our team members will be in touch.
The personal data collected above are intended for AMUNDI ASSET MANAGEMENT and are for the sole purpose of enabling you to receive a response to your request for information. AMUNDI ASSET MANAGEMENT undertakes to keep your personal data for the duration of our exchanges. In accordance with the European Regulation on the processing of personal data (RGPD 2016/679), you have the right to access, rectify, delete and delete your data by writing to AMUNDI ASSET MANAGEMENT BSC/SEC/PCA - 90, bd Pasteur - CS 21564 - 75730 Paris – FRANCE or by e-mail to dpo@amundi.com. By checking the box above, you declare that you understand and accept these conditions.
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

This site uses cookies to improve customer convenience and maintain and improve the quality of our services. By continuing to browse this site, you agree to the use of cookies.