Advanced Modeling

Sleeve Rebalancing

  • Combine and weight individual security models (sleeves) into one blended model.
  • Selectively apply rebalancing actions at the account, household, or composite levels to any of the sleeves within a blended model.
  • Easily manage UMA strategies and distribute assets across each sleeve within a model.

Asset Class Models

  • Quickly and easily build top-down asset allocation models.
  • Define and apply target holdings for each industry sector for easy management of multiple strategies.
  • Apply allocations to multiple levels of industry classifications:
    • Asset Class
    • Supersector
    • Sector
    • Subsector