Investment Policy Analyst

Optimize Asset Allocation

An optimal asset allocation provides the highest expected return for a given level of risk. IPA produces an efficient frontier that consists of forty such allocations, spanning the full range of risk levels. Twenty asset classes can be incorporated into the analysis. Minimum and maximum limits on the allocation to each asset class, and to groups of asset classes, can be imposed. Transactions costs can be entered into the analysis. Graphs and data can be exported to Microsoft Office Applications.