LENSELL launches Asset Allocation Optimisation Service, empowering financial professionals to maximise returns and mitigate risks
In a landscape where market volatility demands agile and informed investment strategies, LENSELL has introduced its groundbreaking Asset Allocation Optimisation Service.
This innovative solution, tailored for the demands of investment advisors, fund managers, and wealth management firms, leverages sophisticated data analytics and artificial intelligence technologies to deliver customised, research-backed portfolio optimisation.
Recognising the time constraints faced by financial professionals, LENSELL‘s new offering simplifies the complex process of portfolio optimisation. By providing in-depth portfolio analysis and identifying optimised asset allocations, the service enables professionals to navigate market fluctuations with greater confidence. It delivers actionable recommendations for portfolio adjustments, aiming to bolster returns during growth periods and safeguard against losses in downturns, all delivered with remarkable efficiency.
“We understand that time is a valuable asset for professionals,” added Dr. Laura Rusu, Founder and CEO of LENSELL. “Our service allows busy portfolio managers at all levels to leverage research-driven, advanced portfolio optimisation technology without sacrificing their valuable time. We provide the insights, and they maintain the decision power and control over execution.”
Key Advantages and Capabilities:
- Actionable Portfolio Insights: Comprehensive reports detailing strategic allocation adjustments for optimal portfolio positioning.
- Flexible Optimisation Schedule: Tailored optimisation schedules, including on-demand, monthly, quarterly, semi-annual, and annual options.
- Enhanced Risk Mitigation: Advanced diversification analysis and risk-return optimisation to help fortify client portfolio resilience.
- Full Control: Professionals retain full control over portfolio adjustments, ensuring alignment with their investment philosophy.
Target Audience:
- Investment Advisors and Wealth Managers: Free up valuable time by automating complex calculations, so they can focus on delivering personalised portfolio solutions.
- Investment Fund Managers: Leverage cutting-edge technology to enhance fund performance and generate alpha.
- Superannuation Fund Trustees: Who need to ensure compliance with regulatory risk mitigation requirements, and to increase the expectation of good returns for their members.
LENSELL’s service for professionals has the potential to significantly improve portfolio performance, as demonstrated by an average CAGR increase by 5.32% among professional clients who used optimised allocations, in the past 12 months.
To learn more about LENSELL’s Asset Allocation Optimisation Service, view several optimised portfolios live and schedule a free consultation, visit the LENSELL website.
LENSELL empowers investors at all levels with the tools they need to make informed decisions at any point during their investment journey, democratising access to novel financial insights and technology. It provides a user-friendly, research-driven investment decision-support platform that leverages the latest data science, analytics and AI technologies.
